Integrated Capital Management (Michigan)’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	$1.44M	Sell	50,516 -7,254	-13%	-$207K	0.69%	21
2025 Q1	$1.51M	Sell	57,770 -2,531	-4%	-$66.3K	0.83%	20
2024 Q4	$1.67M	Buy	60,301 +1,465	+2%	+$40.6K	0.89%	21
2024 Q3	$1.63M	Buy	+58,836	New	+$1.63M	0.86%	23