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Hoxton Planning & Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hoxton Planning & Management’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
Q1 		– Sell
-12,456
Closed -$345K – 210
2024
Q4 		$345K Buy
+12,456
New +$345K 0.13% 139