Horst & Graben 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
2025 Q2	$227K	Sell	8,106 -5	-0.1%	-$140	0.04%	164
2025 Q1	$213K	Sell	8,111 -37	-0.5%	-$969	0.04%	157
2024 Q4	$226K	Sell	8,148 -6	-0.1%	-$166	0.04%	141
2024 Q3	$226K	Sell	8,154 -3	-0%	-$83	0.04%	142
2024 Q2	$212K	Buy	+8,157	New	+$212K	0.04%	146