Cape Investment Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cape Investment Advisory’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	$5.8M	Sell
2025 Q1	$5.5M	Sell
2024 Q4	$5.9M	Sell
2024 Q3	$5.97M	Buy
2024 Q2	$5.49M	Buy
2024 Q1	$5.73M	Sell
2023 Q4	$5.31M	Sell
2023 Q3	$4.83M	Sell
2023 Q2	$5.13M	Sell
2023 Q1	$4.93M	Buy