Strategic Investment Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Investment Solutions’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	$287K	Sell
2025 Q1	$276K	Sell
2024 Q4	$298K	Sell
2024 Q3	$300K	Sell
2024 Q2	$312K	Buy
2023 Q4	$283K	Sell
2023 Q3	$16.8M	Buy
2023 Q2	$247K	Hold
2023 Q1	$254K	Buy
2022 Q4	$276K	Buy