Fort Point Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.87M | Buy |
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|
2025
Q4 | $2.67M | Sell |
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|
2025
Q3 | $2.84M | Buy |
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|
2025
Q2 | $2.54M | Buy |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $3.46M | Buy |
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|
2024
Q3 | $714K | Sell |
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $754K | Sell |
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|
2023
Q4 | $703K | Buy |
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|
2023
Q3 | $373K | Buy |
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