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

Clear Point Advisors’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
2026 Q1	$981K	Buy
2025 Q4	$856K	Sell
2025 Q3	$927K	Sell
2025 Q2	$883K	Sell
2025 Q1	$887K	Buy
2024 Q4	$943K	Sell
2024 Q3	$947K	Sell
2024 Q2	$890K	Sell
2024 Q1	$968K	Sell
2023 Q4	$997K	Buy