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Nautilus Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Nautilus Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$666K Buy
23,727
+2
+0% +$56 0.49% 58
2025
Q1 		$622K Sell
23,725
-899
-4% -$23.6K 0.51% 58
2024
Q4 		$682K Buy
+24,624
New +$682K 0.54% 53