Dogwood 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
2024 Q4	–	Sell	-21	Closed	-$577	–	585
2024 Q3	$577	Hold	21	–	–	﹤0.01%	185
2024 Q2	$544	Buy	21 +3	+17%	+$78	﹤0.01%	233
2024 Q1	$507	Sell	18 -9	-33%	-$254	﹤0.01%	230
2023 Q4	$695	Buy	+27	New	+$695	﹤0.01%	205