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Hershey Financial Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hershey Financial Advisers’s Portfolio SCHM Stock Details SCHM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$523K Buy
2024
Q2 		$2.54K Buy