Surevest’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Surevest’s Portfolio SCHM Stock Details SCHM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$48K	Hold
2022 Q2	$49K	Hold
2022 Q1	$60K	Hold
2021 Q4	$63K	Buy