Horst & Graben Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$240K Sell
2025
Q2
$227K Sell
2025
Q1
$213K Sell
2024
Q4
$226K Sell
2024
Q3
$226K Sell
2024
Q2
$212K Buy