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Everstar Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Everstar Asset Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$271K Hold
9,654
– – 0.17% 153
2025
Q1 		$253K Sell
9,654
-315
-3% -$8.25K 0.17% 149
2024
Q4 		$276K Buy
9,969
+6,795
+214% +$188K 0.2% 143
2024
Q3 		$264K Buy
+3,174
New +$264K 0.18% 147