LCM
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Logan Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Logan Capital Management’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
2023
Q4 		– Sell
-3
Closed -$45 – 516
2023
Q3 		$45 Hold
3
– – ﹤0.01% 484
2023
Q2 		$48 Sell
3
-54
-95% -$1.22K ﹤0.01% 481
2023
Q1 		$1.27K Sell
57
-216
-79% -$4.97K ﹤0.01% 476
2022
Q4 		$5.95K Sell
273
-186
-41% -$4.08K ﹤0.01% 455
2022
Q3 		$9K Sell
459
-249
-35% -$5.55K ﹤0.01% 434
2022
Q2 		$15K Sell
708
-141
-17% -$3.25K ﹤0.01% 417
2022
Q1 		$22K Sell
849
-6
-0.7% -$150 ﹤0.01% 404
2021
Q4 		$23K Sell
855
-30
-3% -$800 ﹤0.01% 415
2021
Q3 		$23K Hold
885
– – ﹤0.01% 414
2021
Q2 		$23K Sell
885
-108
-11% -$2.79K ﹤0.01% 412
2021
Q1 		$25K Buy
+993
New +$24.1K ﹤0.01% 391

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