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White & Co Financial Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

White & Co Financial Planning’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 		$12.1M Buy
433,386
+10,487
+2% +$293K 9.69% 3
2025
Q1 		$11.1M Sell
422,899
-5,044
-1% -$132K 9.54% 3
2024
Q4 		$11.9M Buy
+427,943
New +$11.9M 10.06% 3