Studio Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,869
Closed -$49K 283
2025
Q1
$49K Hold
1,869
0.01% 204
2024
Q4
$51.8K Hold
1,869
0.01% 195
2024
Q3
$51.8K Hold
1,869
0.01% 191
2024
Q2
$48.8K Buy
+1,869
New +$48.8K 0.01% 181