FPWM
SCHM icon

Five Pine Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Five Pine Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$930K Sell
33,147
-274
-0.8% -$7.69K 0.69% 23
2025
Q1 		$876K Sell
33,421
-3,307
-9% -$86.6K 0.71% 23
2024
Q4 		$1.02M Buy
+36,728
New +$1.02M 0.86% 21