Windsor Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Windsor Advisory Group’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 Q1	–	Sell
2024 Q4	$335K	Sell
2024 Q3	$1.28M	Sell
2024 Q2	$2.83M	Buy