MGO Private Wealth’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
2023 Q2	–	Sell	-9,984	Closed	-$226K	–	77
2023 Q1	$226K	Buy	+9,984	New	+$226K	0.18%	65