International Private Wealth Advisors’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
$494K Hold
2025
Q2
$467K Hold
2025
Q1
$437K Hold
2024
Q4
$462K Hold
2024
Q3
$461K Hold
2024
Q2
$432K Hold
2024
Q1
$452K Hold
2023
Q4
$418K Buy