Cassady Schiller Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$334	Hold
2024 Q3	$334	Buy
2023 Q2	–	Sell
2023 Q1	$4.07K	Buy
2022 Q4	$3.81K	Buy