Clayton Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Clayton Financial Group’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
2025 Q3	$252K	Buy
2025 Q2	$212K	Sell
2025 Q1	$2.34M	Buy
2024 Q4	$2.42M	Buy
2024 Q3	$2.38M	Buy
2024 Q2	$2.06M	Buy
2024 Q1	$1.96M	Sell
2023 Q4	$1.89M	Buy