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Custom Portfolio Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Custom Portfolio Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$174K Hold
2,249
– – 0.14% 52
2024
Q1 		$181K Hold
2,249
– – 0.15% 47
2023
Q4 		$167K Buy
+2,249
New +$167K 0.15% 46