Marshall & Sterling Wealth 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 Q2	–	Sell	-82	Closed	-$2.14K	–	680
2025 Q1	$2.14K	Hold	82	–	–	﹤0.01%	538
2024 Q4	$2.25K	Buy	+82	New	+$2.25K	﹤0.01%	306