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

Topsail Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$199K Hold
7,079
– – 0.04% 144
2025
Q1 		$185K Hold
7,079
– – 0.04% 136
2024
Q4 		$196K Buy
+7,079
New +$196K 0.04% 123