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

WP Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.15M Buy
40,822
+147
+0.4% +$4.12K 0.31% 49
2025
Q1 		$1.07M Buy
+40,675
New +$1.07M 0.35% 51