CHB Investment Group’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	$1.3M	Sell	46,295 -1,953	-4%	-$54.8K	0.66%	52
2025 Q1	$1.26M	Sell	48,248 -2,070	-4%	-$54.2K	0.67%	56
2024 Q4	$1.39M	Sell	50,318 -1,876	-4%	-$52K	0.76%	56
2024 Q3	$1.45M	Buy	+52,194	New	+$1.45M	0.77%	57