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

Evernest Financial Advisors’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
2026 Q1	$604K	Sell
2025 Q4	$683K	Buy
2025 Q3	$615K	Buy
2025 Q2	$580K	Buy
2025 Q1	$462K	Buy
2024 Q4	$487K	Buy
2024 Q3	$485K	Buy
2024 Q2	$451K	Hold
2024 Q1	$438K	Sell
2023 Q4	$867K	Buy
2021 Q4	$438K	Buy