Global Wealth Strategies & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Global Wealth Strategies & Associates’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	$343K	Buy
2025 Q2	$60.4K	Sell
2025 Q1	$57.9K	Buy
2024 Q4	$61.2K	Buy
2024 Q3	$61.1K	Buy
2024 Q2	$44.7K	Hold
2024 Q1	$46.7K	Hold
2023 Q4	$43.2K	Hold
2023 Q3	$38.8K	Hold
2023 Q2	$40.8K	Buy