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True North Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

True North Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.75M Sell
97,978
-19,073
-16% -$535K 0.53% 43
2025
Q1 		$3.07M Buy
+117,051
New +$3.07M 0.54% 40