BlueChip Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

BlueChip Wealth Advisors’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 Q2	$786K	Sell
2025 Q1	$739K	Sell
2024 Q4	$919K	Buy
2024 Q3	$896K	Sell
2024 Q2	$853K	Sell
2024 Q1	$911K	Sell
2023 Q4	$847K	Buy