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

Magnolia Private 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 		– Sell
-9,930
Closed -$260K – 112
2025
Q1 		$260K Hold
9,930
– – 0.21% 93
2024
Q4 		$275K Buy
+9,930
New +$275K 0.24% 89