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David Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

David Wealth 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 		$451K Buy
16,082
+4,978
+45% +$140K 0.34% 28
2025
Q1 		$291K Buy
11,104
+217
+2% +$5.69K 0.24% 37
2024
Q4 		$302K Buy
+10,887
New +$302K 0.25% 37