Independence Advisors’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
2020 Q3	$5K	Hold	249	–	–	﹤0.01%	160
2020 Q2	$4K	Sell	249 -24	-9%	-$386	﹤0.01%	156
2020 Q1	$4K	Buy	273 +3	+1%	+$44	﹤0.01%	141
2019 Q4	$5K	Buy	+270	New	+$5K	﹤0.01%	152