Birchbrook’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Birchbrook’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.83M	Sell
2025 Q2	$4.65M	Sell
2025 Q1	$4.85M	Sell
2024 Q4	$5.61M	Sell
2024 Q3	$5.74M	Sell
2024 Q2	$5.39M	Sell
2024 Q1	$5.73M	Sell
2023 Q4	$5.51M	Buy