Institutional & Family Asset 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
2024 Q2	$33.6K	Buy	1,296 +1,080	+500%	+$28K	0.01%	283
2024 Q1	$5.86K	Hold	216	–	–	﹤0.01%	471
2023 Q4	$5.42K	Hold	216	–	–	﹤0.01%	467
2023 Q3	$4.87K	Hold	216	–	–	﹤0.01%	465
2023 Q2	$5.11K	Hold	216	–	–	﹤0.01%	478
2023 Q1	$4.89K	Buy	+216	New	+$4.89K	﹤0.01%	479