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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$28.6K Buy
2020
Q1
Sell
2019
Q4
$1.55M Buy
2019
Q3
$1.45M Buy
2019
Q2
$1.47M Buy
2019
Q1
$981K Buy
2018
Q4
$849K Buy