Ethos Financial 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
2023 Q3	–	Sell	-70,038	Closed	-$1.58M	–	195
2023 Q2	$1.58M	Hold	70,038	–	–	0.54%	39
2023 Q1	$1.58M	Buy	+70,038	New	+$1.58M	0.49%	41