Fairman Group’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
2025
Q3
$146K Buy
2025
Q2
$138K Buy
2025
Q1
$173K Sell
2024
Q4
$173K Buy
2024
Q3
$172K Buy
2024
Q2
$153K Buy
2024
Q1
$150K Buy
2023
Q4
$115K Buy