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MJT & Associates Financial Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MJT & Associates Financial Advisory’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$162K Hold
5,760
– – 0.2% 49
2025
Q1 		$151K Buy
+5,760
New +$151K 0.14% 58