Liberty Wealth 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
2025 Q1	–	Sell	-7,285	Closed	-$202K	–	192
2024 Q4	$202K	Buy	+7,285	New	+$202K	0.03%	205
2021 Q4	–	Sell	-267	Closed	-$7K	–	918
2021 Q3	$7K	Buy	267 +3	+1%	+$79	﹤0.01%	892
2021 Q2	$7K	Buy	+264	New	+$7K	﹤0.01%	734