First Foundation 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
2023 Q4	–	Sell	-34,071	Closed	-$769K	–	453
2023 Q3	$769K	Buy	+34,071	New	+$769K	0.04%	200
2022 Q2	–	Sell	-33,840	Closed	-$856K	–	447
2022 Q1	$856K	Buy	+33,840	New	+$856K	0.03%	200