Midwest Capital 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
$777K Sell
27,710
-4,875
-15% -$137K 0.41% 29
2025
Q1
$854K Sell
32,585
-6,403
-16% -$168K 0.52% 23
2024
Q4
$1.08M Buy
+38,988
New +$1.08M 0.79% 22