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Liberty Square Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Liberty Square Wealth Partners’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 		$4.71M Sell
167,791
-35,741
-18% -$1M 1.63% 12
2025
Q1 		$5.33M Sell
203,532
-13,632
-6% -$357K 2.03% 9
2024
Q4 		$6.27M Buy
+217,164
New +$6.27M 2.29% 9