TC
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Truvestments Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Truvestments Capital’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 		– Sell
-991
Closed -$27.8K – 1108
2025
Q2 		$27.8K Buy
991
+4
+0.4% +$106 0.01% 487
2025
Q1 		$25.9K Buy
987
+3
+0.3% +$84 0.01% 505
2024
Q4 		$27.3K Hold
984
– – 0.01% 459
2024
Q3 		$27.3K Buy
+984
New +$26.2K 0.01% 453
2024
Q2 		– Sell
-984
Closed -$26.7K – 601
2024
Q1 		$26.7K Hold
984
– – 0.01% 411
2023
Q4 		$24.7K Hold
984
– – 0.01% 411
2023
Q3 		$22.2K Sell
984
-114
-10% -$2.7K 0.01% 375
2023
Q2 		$26K Sell
1,098
-24
-2% -$541 0.01% 351
2023
Q1 		$25.4K Hold
1,122
– – 0.01% 354
2022
Q4 		$24.5K Hold
1,122
– – 0.01% 363
2022
Q3 		$23K Hold
1,122
– – 0.01% 328
2022
Q2 		$23K Buy
+1,122
New +$25.9K 0.01% 330
2022
Q1 		– Sell
-1,122
Closed -$30K – 469
2021
Q4 		$30K Hold
1,122
– – 0.02% 315
2021
Q3 		$29K Sell
1,122
-660
-37% -$17.2K 0.02% 293
2021
Q2 		$46K Sell
1,782
-102
-5% -$2.63K 0.03% 255
2021
Q1 		$47K Buy
1,884
+42
+2% +$1.02K 0.03% 291
2020
Q4 		$41K Buy
+1,842
New +$38.4K 0.03% 285
2020
Q3 		– Sell
-1,686
Closed -$29K – 507
2020
Q2 		$29K Sell
1,686
-3,882
-70% -$63.3K 0.03% 264
2020
Q1 		$78K Buy
+5,568
New +$102K 0.1% 138

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