Financial Network Wealth Advisors’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
$2.86K Hold
102
﹤0.01% 582
2025
Q1
$2.67K Buy
+102
New +$2.67K ﹤0.01% 553
2024
Q3
Sell
-153
Closed -$3.97K 968
2024
Q2
$3.97K Buy
+153
New +$3.97K ﹤0.01% 611