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Valpey Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Valpey Financial Services’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 		$3.99M Buy
+142,313
New +$3.99M 2.76% 15