Bernard Wealth Management’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	$8.49M	Sell	302,537 -4,681	-2%	-$131K	3.93%	6
2025 Q1	$8.05M	Buy	307,218 +15,728	+5%	+$412K	3.93%	6
2024 Q4	$8.08M	Buy	+291,490	New	+$8.08M	3.8%	7