Calton & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Calton & Associates’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	$362K	Buy
2025 Q2	$282K	Buy
2018 Q4	–	Sell
2018 Q3	$516K	Sell
2018 Q2	$530K	Sell
2018 Q1	$493K	Buy
2017 Q4	$502K	Buy