DecisionPoint Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

DecisionPoint Financial’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	$42.2K	Buy
2025 Q2	$39.9K	Sell
2025 Q1	$195K	Buy
2024 Q4	$205K	Buy
2024 Q3	$204K	Buy
2024 Q2	$199K	Buy
2024 Q1	$189K	Buy
2023 Q4	$183K	Buy