Heritage Wealth Partners’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 Q1	$393K	Buy	15,007 +45	+0.3%	+$1.18K	0.6%	33
2024 Q4	$415K	Buy	14,962 +61	+0.4%	+$1.69K	0.52%	39
2024 Q3	$413K	Buy	14,901 +105	+0.7%	+$2.91K	0.49%	40
2024 Q2	$384K	Buy	+14,796	New	+$384K	0.56%	37