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

Diversify Wealth Management’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	$4.24M	Sell
2025 Q1	$3.92M	Sell
2024 Q4	$4.23M	Sell
2024 Q3	$4.26M	Buy