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Keyvantage Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Keyvantage Wealth’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
Q2 		$1.33M Sell
47,547
-1,763
-4% -$49.5K 0.6% 27
2025
Q1 		$1.29M Sell
49,310
-37,263
-43% -$976K 0.63% 26
2024
Q4 		$2.4M Buy
+86,573
New +$2.4M 1.72% 18