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

Clear Point 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
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