Impact Partnership Wealth’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 Q2	–	Sell	-2,016	Closed	-$54.7K	–	602
2024 Q1	$54.7K	Sell	2,016 -768	-28%	-$20.8K	0.02%	306
2023 Q4	$69.9K	Sell	2,784 -249	-8%	-$6.25K	0.03%	287
2023 Q3	$68.4K	Buy	3,033 +2,928	+2,789%	+$66.1K	0.02%	357
2023 Q2	$2.49K	Buy	+105	New	+$2.49K	﹤0.01%	612