Stokes Family Office’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stokes Family Office’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 Q2	$1.88M	Hold
2025 Q1	$1.75M	Hold
2024 Q4	$1.86M	Buy
2024 Q3	$1.75M	Sell
2024 Q2	$1.66M	Buy
2022 Q4	–	Sell
2022 Q3	$489K	Buy
2022 Q2	$505K	Sell
2022 Q1	$712K	Buy