Capital Squared Financial LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Capital Squared Financial LLC’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.91M	Buy
2025 Q3	$1.77M	Buy
2025 Q2	$1.64M	Buy