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XY Planning Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

XY Planning Network’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 		$327K Buy
11,664
+1,077
+10% +$30.2K 0.11% 135
2025
Q1 		$277K Buy
10,587
+74
+0.7% +$1.94K 0.19% 84
2024
Q4 		$291K Buy
+10,513
New +$291K 0.22% 75