Buckingham Strategic Wealth’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
2024 Q2	$7.51M	Sell	289,584 -5,562	-2%	-$146K	0.08%	110
2024 Q1	$8.01M	Buy	295,146 +1,764	+0.6%	+$45K	0.08%	107
2023 Q4	$7.37M	Sell	293,382 -7,773	-3%	-$178K	0.09%	111
2023 Q3	$6.79M	Buy	301,155 +6,111	+2%	+$145K	0.1%	108
2023 Q2	$6.99M	Buy	295,044 +7,707	+3%	+$174K	0.1%	105
2023 Q1	$6.28M	Hold	287,337	–	–	0.11%	100
2022 Q4	$6.28M	Buy	287,337 +768	+0.3%	+$16.8K	0.11%	100
2022 Q3	$5.78M	Buy	286,569 +37,044	+15%	+$826K	0.12%	94
2022 Q2	$5.22M	Buy	249,525 +678	+0.3%	+$15.6K	0.1%	104
2022 Q1	$6.29M	Buy	248,847 +19,464	+8%	+$488K	0.12%	85
2021 Q4	$6.15M	Sell	229,383 -519	-0.2%	-$13.8K	0.12%	90
2021 Q3	$5.88M	Sell	229,902 -1,635	-0.7%	-$42.7K	0.12%	94
2021 Q2	$6.04M	Sell	231,537 -1,962	-0.8%	-$50.7K	0.15%	89
2021 Q1	$5.79M	Sell	233,499 -4,407	-2%	-$107K	0.29%	76
2020 Q4	$5.41M	Buy	+237,906	New	+$4.96M	0.28%	79