RFG Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

RFG Advisory’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 Q3	$2.91M	Buy
2025 Q2	$611K	Sell
2025 Q1	$840K	Buy
2024 Q4	$604K	Buy
2024 Q3	$345K	Buy
2024 Q2	$312K	Buy
2024 Q1	$315K	Buy
2023 Q4	$275K	Sell
2023 Q3	$250K	Buy