Institutional & Family Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Institutional & Family Asset 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
2024 Q2	$33.6K	Buy
2024 Q1	$5.86K	Hold
2023 Q4	$5.42K	Hold
2023 Q3	$4.87K	Hold
2023 Q2	$5.11K	Hold
2023 Q1	$4.88K	Buy