CX Institutional’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CX Institutional’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	$2.13M	Sell
2025 Q2	$3.41M	Buy
2025 Q1	$78K	Buy
2023 Q4	–	Sell
2023 Q3	$915K	Buy
2023 Q2	–	Sell
2023 Q1	$3.08M	Buy