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

Unique Wealth’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 Q2	$203K	Buy
2025 Q1	–	Sell
2024 Q4	$246K	Hold
2024 Q3	$246K	Sell
2024 Q2	$278K	Hold
2024 Q1	$291K	Hold
2023 Q4	$269K	Hold
2023 Q3	$242K	Hold
2023 Q2	$254K	Buy