Boston Mountain Money 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
2024 Q3	$2.37M	Sell	85,575 -1,512	-2%	-$41.9K	1.38%	16
2024 Q2	$2.26M	Sell	87,087 -3,210	-4%	-$83.3K	1.49%	14
2024 Q1	$2.45M	Buy	+90,297	New	+$2.45M	1.68%	14