Fortis Capital 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	$693K	Buy	+24,690	New	+$693K	0.12%	127
2023 Q1	–	Sell	-600	Closed	-$13.1K	–	742
2022 Q4	$13.1K	Buy	+600	New	+$13.1K	0.01%	451