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Gallagher Fiduciary Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$747K Sell
26,635
-1,134
-4% -$31.8K 0.03% 119
2025
Q1 		$728K Buy
27,769
+666
+2% +$17.4K 0.02% 121
2024
Q4 		$751K Buy
+27,103
New +$751K 0.15% 98