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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$63.5K Buy
2023
Q2
Sell
2023
Q1
$56.6K Buy
2022
Q4
$54.5K Buy