Values Added Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Values Added Financial’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	$2.59M	Buy
2025 Q2	$2.4M	Buy
2025 Q1	$1.55M	Sell
2024 Q4	$1.83M	Buy
2024 Q3	$1.76M	Buy
2024 Q2	$838K	Buy
2024 Q1	$823K	Buy
2023 Q4	$749K	Buy
2023 Q3	$670K	Buy
2023 Q2	$696K	Buy