Bush Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.1M Sell
2025
Q1
$9.69M Sell
2024
Q4
$10.7M Buy
2024
Q3
$10.7M Buy
2024
Q2
$9.94M Buy
2024
Q1
$10.3M Buy
2023
Q4
$9.35M Buy