FSM Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

FSM Wealth Advisors’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	$275K	Hold
2025 Q2	$264K	Hold
2025 Q1	$243K	Sell
2024 Q4	$267K	Hold
2024 Q3	$258K	Hold
2024 Q2	$242K	Hold
2024 Q1	$253K	Buy