Apella Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$617K	Hold	21,685	–	–	0.02%	271
2025 Q1	$544K	Sell	21,685 -282	-1%	-$7.08K	0.02%	244
2024 Q4	$609K	Sell	21,967 -173	-0.8%	-$4.79K	0.02%	210
2024 Q3	$609K	Hold	22,140	–	–	0.03%	199
2024 Q2	$568K	Buy	+22,140	New	+$568K	0.03%	192