Pacific Sage Partners’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
Q2
$14.4M Buy
2025
Q1
$12.1M Sell
2024
Q4
$12.9M Buy
2024
Q3
$12.6M Buy
2024
Q2
$11.1M Buy
2024
Q1
$10.7M Sell
2023
Q4
$9.9M Buy
2023
Q3
$8.29M Buy
2023
Q2
$5.34M Sell
2023
Q1
$5.11M Sell
2022
Q4
$4.99M Buy