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N.E.W. Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

N.E.W. Advisory Services’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 		$56K Sell
1,995
-5,284
-73% -$148K 0.01% 298
2025
Q1 		$191K Buy
+7,279
New +$191K 0.01% 210