Napatree Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.63M Sell
2024
Q4
$2.74M Sell
2024
Q3
$2.98M Buy
2024
Q2
$2.75M Buy
2024
Q1
$2.35M Buy
2023
Q4
$2.11M Buy