Family 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
2025 Q2	$221K	Hold	7,896	–	–	0.03%	164
2025 Q1	$207K	Hold	7,896	–	–	0.03%	161
2024 Q4	$219K	Hold	7,896	–	–	0.04%	145
2024 Q3	$219K	Hold	7,896	–	–	0.04%	151
2024 Q2	$205K	Hold	7,896	–	–	0.04%	140
2024 Q1	$214K	Hold	7,896	–	–	0.04%	144
2023 Q4	$198K	Hold	7,896	–	–	0.04%	133
2023 Q3	$178K	Hold	7,896	–	–	0.04%	124
2023 Q2	$187K	Hold	7,896	–	–	0.04%	134
2023 Q1	$179K	Hold	7,896	–	–	0.04%	120
2022 Q4	$173K	Hold	7,896	–	–	0.04%	137
2022 Q3	$159K	Hold	7,896	–	–	0.04%	129
2022 Q2	$165K	Hold	7,896	–	–	0.04%	144
2022 Q1	$200K	Hold	7,896	–	–	0.06%	151
2021 Q4	$212K	Hold	7,896	–	–	0.06%	160
2021 Q3	$202K	Hold	7,896	–	–	0.06%	154
2021 Q2	$206K	Hold	7,896	–	–	0.05%	173
2021 Q1	$196K	Hold	7,896	–	–	0.06%	145
2020 Q4	$179K	Buy	+7,896	New	+$179K	0.06%	151