HUB Investment 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 Q2	$272K	Sell	9,710 -331	-3%	-$9.29K	0.01%	492
2025 Q1	$263K	Sell	10,041 -694	-6%	-$18.2K	0.01%	444
2024 Q4	$297K	Buy	10,735 +808	+8%	+$22.4K	0.01%	398
2024 Q3	$275K	Buy	+9,927	New	+$275K	0.01%	398