Hengehold Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hengehold Capital 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 Q2	–	Sell
2025 Q1	$206K	Sell
2024 Q4	$235K	Buy
2024 Q3	$220K	Sell
2024 Q2	$230K	Sell
2024 Q1	$241K	Sell
2023 Q4	$223K	Buy
2023 Q3	$201K	Buy
2023 Q2	$210K	Sell
2023 Q1	$201K	Buy