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Parkshore Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Parkshore Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$537K Sell
19,161
-1,345
-7% -$37.7K 0.26% 40
2025
Q1 		$537K Buy
20,506
+7
+0% +$183 0.31% 37
2024
Q4 		$568K Buy
+20,499
New +$568K 0.34% 38