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

Stratos Wealth 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	$738K	Buy
2025 Q2	$504K	Buy
2025 Q1	$470K	Buy
2024 Q4	$465K	Buy
2018 Q4	–	Sell
2018 Q3	$109K	Buy
2018 Q2	–	Sell
2018 Q1	$104K	Sell
2017 Q4	$131K	Buy
2017 Q1	–	Sell
2016 Q4	$288K	Buy