Selby Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Selby Wealth Management’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
2026 Q2	$5.26M	Sell	142,683 -5,527	-4%	-$190K	1.86%	19
2026 Q1	$4.59M	Sell	148,210 -3,877	-3%	-$123K	1.81%	18
2025 Q4	$4.57M	Buy	+152,087	New	+$4.53M	1.84%	16

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Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PPS&V Asset Management Consultants Portage, Michigan $185M AUM 26.37% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return