Heirloom Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Heirloom Wealth Management’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	$230K	Hold
2025 Q2	$217K	Sell
2025 Q1	$203K	Hold
2024 Q4	$215K	Buy
2024 Q1	–	Sell
2023 Q4	$310K	Sell
2023 Q3	$347K	Sell
2023 Q2	$593K	Sell
2023 Q1	$646K	Sell
2022 Q4	$1.66M	Buy