LifePlan Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

LifePlan Financial’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 Q2	$595K	Buy
2025 Q1	$544K	Sell
2024 Q4	$617K	Sell
2024 Q3	$652K	Buy
2024 Q2	$605K	Buy
2024 Q1	$611K	Sell
2023 Q4	$582K	Buy