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

Simplicity Wealth’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 Q1	–	Sell
2024 Q4	$254K	Buy
2024 Q3	–	Sell
2024 Q2	$16.6M	Buy
2024 Q1	$16.7M	Buy
2023 Q4	$339K	Buy
2022 Q4	–	Sell
2022 Q3	$2.92M	Sell
2022 Q2	$3.13M	Sell
2022 Q1	$6.05M	Sell
2021 Q4	$8.65M	Buy