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

Centerpoint 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
2026 Q1	$2.6M	Hold	84,000	–	–	0.85%	19
2025 Q4	$2.53M	Hold	84,000	–	–	0.78%	19
2025 Q3	$2.49M	Hold	84,000	–	–	0.77%	19
2025 Q2	$2.36M	Hold	84,000	–	–	0.8%	19
2025 Q1	$2.2M	Hold	84,000	–	–	0.81%	19
2024 Q4	$2.33M	Hold	84,000	–	–	0.82%	18
2024 Q3	$2.33M	Hold	84,000	–	–	0.81%	18
2024 Q2	$2.18M	Hold	84,000	–	–	0.79%	19
2024 Q1	$2.28M	Hold	84,000	–	–	0.85%	19
2023 Q4	$2.11M	Hold	84,000	–	–	0.83%	20
2023 Q3	$1.9M	Hold	84,000	–	–	0.8%	23
2023 Q2	$1.99M	Hold	84,000	–	–	0.81%	22
2023 Q1	$1.9M	Hold	84,000	–	–	0.83%	21
2022 Q4	$1.84M	Buy	+84,000	New	+$1.84M	0.86%	22

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HighTower Advisors

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Cerity Partners

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Jones Financial Companies

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Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return