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Sax Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sax Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$226K Sell
8,064
-1,320
-14% -$37K 0.01% 395
2025
Q1 		$246K Buy
+9,384
New +$246K 0.02% 319