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

Goldstein 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 Q2	$365K	Buy
2025 Q1	$334K	Buy
2024 Q4	$321K	Buy
2024 Q3	$310K	Sell
2024 Q2	$302K	Buy
2024 Q1	$311K	Sell
2023 Q4	$289K	Buy
2023 Q3	$244K	Hold
2023 Q2	$256K	Buy