Grantvest Financial Group’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	$1M	Sell	35,756 -970	-3%	-$27.2K	0.74%	33
2025 Q1	$962K	Sell	36,726 -908	-2%	-$23.8K	0.78%	31
2024 Q4	$1.04M	Buy	+37,634	New	+$1.04M	1.16%	26