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Okabena Investment Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Okabena Investment 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 		$833K Hold
29,712
– – 0.19% 79
2025
Q1 		$778K Buy
+29,712
New +$778K 0.2% 79