NWF Advisory Services’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
Q3
$381K Buy
2025
Q2
$361K Buy
2025
Q1
$321K Buy
2024
Q4
Sell
2024
Q3
$353K Sell
2024
Q2
$358K Sell
2024
Q1
$414K Buy