Falcon Wealth Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Falcon Wealth Planning’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 Q3	$389K	Buy
2025 Q2	$367K	Buy
2025 Q1	$342K	Buy
2024 Q4	$361K	Buy
2022 Q1	–	Sell
2021 Q4	$243K	Hold
2021 Q3	$232K	Sell
2021 Q2	$239K	Sell
2021 Q1	$245K	Sell
2020 Q4	$227K	Buy