Savvy Advisors Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Savvy Advisors Inc’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	$1.13M	Buy
2025 Q1	$965K	Buy
2024 Q4	$988K	Buy
2024 Q3	$690K	Buy
2024 Q2	$606K	Sell
2024 Q1	$636K	Sell
2023 Q4	$764K	Buy