Lindenwold 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
2025 Q1	–	Sell	-19,845	Closed	-$550K	–	116
2024 Q4	$550K	Buy	+19,845	New	+$550K	0.29%	63
2024 Q1	–	Sell	-37,155	Closed	-$933K	–	122
2023 Q4	$933K	Buy	+37,155	New	+$933K	0.53%	52