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

Delta Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$764K	Sell
2024 Q4	$813K	Buy
2024 Q2	–	Sell
2024 Q1	$731K	Buy
2023 Q4	$580K	Buy
2023 Q3	$419K	Buy
2023 Q2	–	Sell
2023 Q1	$378K	Buy
2022 Q4	$361K	Buy