Halbert Hargrove Global Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Halbert Hargrove Global 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 Q3	$19.3K	Hold
2025 Q2	$18.3K	Hold
2025 Q1	$17.1K	Hold
2024 Q4	$18K	Buy