Fort Point Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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