The Wealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

The Wealth Group’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	$3.13M	Sell
2025 Q2	$3.01M	Sell
2025 Q1	$2.84M	Sell
2024 Q4	$3.01M	Sell
2024 Q3	$3.02M	Sell
2024 Q2	$2.85M	Sell
2024 Q1	$2.94M	Sell
2023 Q4	$2.76M	Buy