Thrive Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Thrive Wealth Management’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	$1.66M	Sell
2025 Q2	$2.06M	Buy
2025 Q1	$646K	Buy
2024 Q4	$297K	Buy
2024 Q3	$258K	Sell
2024 Q2	$243K	Buy
2024 Q1	$234K	Buy
2023 Q4	$216K	Buy
2022 Q1	–	Sell
2021 Q4	$250K	Buy