Cornerstone Planning Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cornerstone Planning Group’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	$6.01K	Buy
2025 Q2	$4.6K	Hold
2025 Q1	$4K	Buy
2024 Q4	$4.63K	Sell
2024 Q3	$4.45K	Buy
2024 Q2	$4.01K	Buy
2024 Q1	$4.14K	Hold
2023 Q4	$3.99K	Hold
2023 Q3	$3.59K	Hold
2023 Q2	$3.77K	Buy