Guardian Wealth Management (Illinois)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,283	Closed	-$33.6K	–	172
2025 Q1	$33.6K	Buy	1,283 +1	+0.1%	+$28	0.02%	118
2024 Q4	$35.5K	Buy	1,282 +1	+0.1%	+$28	0.02%	124
2024 Q3	$35.5K	Buy	1,281 +3	+0.2%	+$80	0.03%	124
2024 Q2	$33.2K	Sell	1,278 -252	-16%	-$6.59K	0.03%	121
2024 Q1	$41.5K	Buy	1,530 +3	+0.2%	+$77	0.03%	115
2023 Q4	$38.4K	Buy	1,527 +3	+0.2%	+$69	0.03%	116
2023 Q3	$34.4K	Buy	1,524 +3	+0.2%	+$71	0.03%	114
2023 Q2	$36K	Buy	1,521 +3	+0.2%	+$68	0.03%	114
2023 Q1	$34.4K	Sell	1,518 -306	-17%	-$7.05K	0.03%	123
2022 Q4	$39.9K	Buy	1,824 +3	+0.2%	+$66	0.04%	123
2022 Q3	$37K	Buy	1,821 +6	+0.3%	+$134	0.04%	121
2022 Q2	$38K	Buy	1,815 +3	+0.2%	+$69	0.04%	121
2022 Q1	$46K	Buy	1,812 +6	+0.3%	+$150	0.05%	126
2021 Q4	$48K	Buy	+1,806	New	+$48.2K	0.05%	123