Leeward Financial 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
2024 Q2	–	Sell	-18,747	Closed	-$509K	–	94
2024 Q1	$509K	Sell	18,747 -84	-0.4%	-$2.28K	0.22%	62
2023 Q4	$473K	Buy	+18,831	New	+$473K	0.23%	60