Stevens Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stevens Capital Partners’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 Q3	$1.17M	Buy
2025 Q2	$723K	Buy
2025 Q1	$342K	Buy
2024 Q4	$262K	Buy
2024 Q3	$216K	Buy
2024 Q2	–	Sell
2024 Q1	$216K	Sell
2023 Q4	$250K	Buy
2023 Q3	–	Sell
2023 Q2	$206K	Buy