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Costello Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Costello Asset Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.7K Sell
738
-144
-16% -$4.04K 0.01% 362
2025
Q1 		$23.1K Buy
+882
New +$23.1K 0.01% 327