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Sherman Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sherman Asset Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$258K Hold
9,189
– – 0.23% 49
2025
Q1 		$241K Sell
9,189
-7,173
-44% -$188K 0.23% 49
2024
Q4 		$453K Buy
+16,362
New +$453K 0.41% 36