Schaeffer Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Schaeffer Financial’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	$6.82M	Buy
2025 Q1	$6.06M	Sell
2024 Q4	$8.94M	Buy
2024 Q3	$8.8M	Buy
2024 Q2	$8.16M	Sell
2024 Q1	$9.11M	Sell
2023 Q4	$8.45M	Buy