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

Heritage Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.54K Hold
197
– – ﹤0.01% 459
2025
Q1 		$5.15K Buy
197
+1
+0.5% +$26 ﹤0.01% 455
2024
Q4 		$5.43K Buy
196
+1
+0.5% +$28 ﹤0.01% 483
2024
Q3 		$5.43K Buy
+195
New +$5.43K ﹤0.01% 472