Granite Bay Wealth 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
2024 Q1	–	Sell	-43,653	Closed	-$1.02M	–	250
2023 Q4	$1.02M	Buy	43,653 +10,836	+33%	+$253K	0.01%	206
2023 Q3	$778K	Buy	+32,817	New	+$778K	0.01%	231