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

Vestment Financial’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 		$612K Sell
21,519
-675
-3% -$19.2K 0.39% 26
2025
Q1 		$586K Sell
22,194
-2
-0% -$53 0.42% 25
2024
Q4 		$617K Buy
+22,196
New +$617K 0.47% 24