Halbert Hargrove Global 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
$19.3K Hold
2025
Q2
$18.3K Hold
2025
Q1
$17.1K Hold
2024
Q4
$18K Buy