GeoWealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

GeoWealth Management’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	–	Sell
2025 Q2	$124	Buy
2025 Q1	–	Hold
2024 Q4	–	Hold
2024 Q3	–	Hold
2024 Q2	–	Sell
2024 Q1	$288K	Buy
2023 Q4	–	Sell
2023 Q3	$248K	Buy