Clearstead Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Clearstead Trust’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 Q3	$21.4K	Hold
2025 Q2	$20.3K	Hold
2025 Q1	$18.9K	Hold
2024 Q4	$20K	Hold
2024 Q3	$20K	Hold
2024 Q2	$18.8K	Hold
2024 Q1	$19.6K	Hold
2023 Q4	$18.2K	Hold
2023 Q3	$16.3K	Hold
2023 Q2	$17.1K	Buy