Regal Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Regal Investment Advisors’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
2024 Q4	–	Sell
2024 Q3	$904K	Buy
2024 Q2	$760K	Buy
2024 Q1	$720K	Buy
2023 Q4	$467K	Buy
2023 Q3	$334K	Buy
2023 Q2	$235K	Buy
2013 Q3	–	Sell
2013 Q2	$173K	Buy