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Beck Mack & Oliver’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beck Mack & Oliver’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Hold
9,167
– – ﹤0.01% 164
2025
Q1 		$240K Hold
9,167
– – ﹤0.01% 164
2024
Q4 		$254K Sell
9,167
-1,000
-10% -$27.7K ﹤0.01% 161
2024
Q3 		$282K Hold
10,167
– – 0.01% 149
2024
Q2 		$264K Buy
+10,167
New +$264K 0.01% 148