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

Compass Ion 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	$542K	Sell
2025 Q1	$610K	Sell
2024 Q4	$900K	Sell
2024 Q3	$956K	Buy