Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-765	Closed	-$21K	–	1081
2024 Q3	$21K	Hold	765	–	–	0.01%	675
2024 Q2	$19K	Hold	765	–	–	0.01%	691
2024 Q1	$20.8K	Buy	765 +201	+36%	+$5.46K	0.01%	669
2023 Q4	$14K	Sell	564 -30	-5%	-$745	﹤0.01%	701
2023 Q3	$13.4K	Buy	+594	New	+$13.4K	﹤0.01%	723