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

Evernest Financial 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 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