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

Osterweis Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– – – 129
2024
Q4 		– Hold
0
– – – 128
2024
Q3 		– Hold
0
– – – 121
2024
Q2 		– Hold
0
– – – 106
2022
Q4 		– Hold
0
– – – 131
2022
Q3 		– Hold
0
– – – 126
2022
Q2 		– Hold
0
– – – 129
2022
Q1 		– Hold
0
– – – 133
2021
Q4 		– Hold
0
– – – 131
2021
Q3 		– Hold
0
– – – 130
2021
Q2 		– Hold
0
– – – 133
2021
Q1 		– Hold
0
– – – 119
2020
Q4 		– Hold
0
– – – 110

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