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

NBZ Investment Advisors’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 		$1.63M Sell
58,183
-2,148
-4% -$60.3K 0.93% 22
2025
Q1 		$1.58M Sell
60,331
-1,430
-2% -$37.5K 0.91% 21
2024
Q4 		$1.71M Buy
+61,761
New +$1.71M 0.96% 16