Carmel Capital Partners’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
2023 Q3	–	Sell	-6,825	Closed	-$162K	–	770
2023 Q2	$162K	Hold	6,825	–	–	0.08%	132
2023 Q1	$154K	Buy	+6,825	New	+$154K	0.09%	143