May Barnhard Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

May Barnhard Investments’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	$3.6M	Sell
2025 Q2	$4.3M	Sell
2025 Q1	$6.06M	Sell
2024 Q4	$7.24M	Buy
2024 Q3	$7.07M	Buy
2024 Q2	$6.44M	Buy
2024 Q1	$6.5M	Buy
2023 Q4	$5.7M	Buy