KPP Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

KPP Advisory Services’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
2025 Q3	$614K	Sell
2025 Q2	$582K	Buy
2025 Q1	$535K	Buy
2024 Q4	$532K	Buy
2024 Q3	$498K	Buy
2024 Q2	$391K	Buy
2024 Q1	$304K	Buy
2023 Q4	–	Sell
2023 Q3	$233K	Buy