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SeaBridge Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SeaBridge Investment Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$587K Buy
20,922
+17
+0.1% +$477 0.11% 129
2025
Q1 		$548K Buy
20,905
+14
+0.1% +$367 0.12% 131
2024
Q4 		$579K Buy
+20,891
New +$579K 0.12% 132