Summit Trail Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Summit Trail Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.19M	Hold
2025 Q2	$1.12M	Buy
2024 Q4	–	Sell
2024 Q3	$1.11M	Buy
2024 Q2	$690K	Buy
2024 Q1	$305K	Buy
2019 Q2	–	Sell
2019 Q1	$497K	Buy
2018 Q2	–	Sell
2018 Q1	$503K	Buy