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Whipplewood Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Whipplewood Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.24M Buy
44,372
+35,626
+407% +$999K 0.68% 33
2025
Q1 		$1.08M Sell
8,746
-33,178
-79% -$4.09M 0.64% 37
2024
Q4 		$1.16M Buy
+41,924
New +$1.16M 0.66% 35