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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.85M	Sell	59,900 -122	-0.2%	-$3.88K	0.13%	104
2025 Q4	$1.8M	Buy	60,022 +21	+0%	+$626	0.12%	106
2025 Q3	$1.78M	Sell	60,001 -275	-0.5%	-$8.01K	0.12%	103
2025 Q2	$1.69M	Sell	60,276 -2,574	-4%	-$67.9K	0.12%	105
2025 Q1	$1.65M	Sell	62,850 -3,186	-5%	-$88.7K	0.13%	110
2024 Q4	$1.83M	Buy	66,036 +921	+1%	+$26.2K	0.14%	101
2024 Q3	$1.8M	Sell	65,115 -2,229	-3%	-$59.3K	0.14%	95
2024 Q2	$1.75M	Sell	67,344 -561	-0.8%	-$14.7K	0.14%	99
2024 Q1	$1.84M	Sell	67,905 -366	-0.5%	-$9.34K	0.15%	89
2023 Q4	$1.71M	Sell	68,271 -8,292	-11%	-$190K	0.16%	89
2023 Q3	$1.73M	Sell	76,563 -5,709	-7%	-$135K	0.17%	84
2023 Q2	$1.95M	Sell	82,272 -9,822	-11%	-$221K	0.18%	84
2023 Q1	$2.08M	Sell	92,094 -1,050	-1%	-$24.2K	0.21%	65
2022 Q4	$2.04M	Buy	93,144 +210	+0.2%	+$4.6K	0.2%	69
2022 Q3	$1.88M	Buy	92,934 +74,133	+394%	+$1.65M	0.18%	77
2022 Q2	$393K	Buy	18,801 +60	+0.3%	+$1.39K	0.04%	205
2022 Q1	$474K	Hold	18,741	–	–	0.04%	215
2021 Q4	$502K	Hold	18,741	–	–	0.04%	211
2021 Q3	$479K	Hold	18,741	–	–	0.04%	207
2021 Q2	$489K	Sell	18,741 -855	-4%	-$22.1K	0.04%	215
2021 Q1	$486K	Sell	19,596 -2,217	-10%	-$53.8K	0.04%	198
2020 Q4	$496K	Sell	21,813 -600	-3%	-$12.5K	0.04%	196
2020 Q3	$414K	Sell	22,413 -3,255	-13%	-$60.3K	0.04%	211
2020 Q2	$450K	Sell	25,668 -10,905	-30%	-$178K	0.05%	196
2020 Q1	$514K	Buy	+36,573	New	+$670K	0.06%	137