SIMA Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SIMA Wealth Partners’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$766K	Sell
2025 Q4	$766K	Sell
2025 Q3	$758K	Sell
2025 Q2	$721K	Sell
2025 Q1	$1M	Sell
2024 Q4	$1.13M	Sell
2024 Q3	$1.19M	Sell
2024 Q2	$1.12M	Buy