Diversify Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Diversify Advisory Services’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 Q2	$775K	Buy
2025 Q1	$596K	Buy
2024 Q4	$635K	Sell
2024 Q3	$645K	Buy
2024 Q2	$361K	Buy
2024 Q1	$340K	Buy