FSA Advisors’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
$275K Buy
2025
Q2
Sell
2025
Q1
$241K Buy
2024
Q4
Sell
2024
Q3
$222K Sell
2024
Q2
$212K Buy
2024
Q1
$219K Sell
2023
Q4
$223K Buy