Ruggaard & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ruggaard & Associates’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 Q2	$584K	Sell
2025 Q1	$562K	Sell
2024 Q4	$604K	Sell
2024 Q3	$626K	Hold
2024 Q2	$586K	Hold
2024 Q1	$613K	Sell
2023 Q4	$581K	Sell
2023 Q3	$530K	Sell
2023 Q2	$581K	Sell
2023 Q1	$574K	Buy