Enclave Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Enclave Advisors’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	$406K	Buy
2025 Q2	$384K	Sell
2025 Q1	$363K	Sell
2024 Q4	$389K	Sell
2024 Q3	$440K	Buy