EnRich Financial 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
2025 Q1	–	Sell	-2,772	Closed	-$76.8K	–	185
2024 Q4	$76.8K	Buy	2,772 +81	+3%	+$2.25K	0.03%	86
2024 Q3	$74.5K	Sell	2,691 -6	-0.2%	-$166	0.02%	90
2024 Q2	$70K	Hold	2,697	–	–	0.03%	88
2024 Q1	$73.2K	Buy	+2,697	New	+$73.2K	0.03%	81