Moss Adams 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
2023 Q4	–	Sell	-174	Closed	-$3.92K	–	161
2023 Q3	$3.92K	Buy	+174	New	+$3.92K	﹤0.01%	152
2023 Q2	–	Sell	-225	Closed	-$5.09K	–	170
2023 Q1	$5.09K	Hold	225	–	–	﹤0.01%	147
2022 Q4	$4.92K	Buy	+225	New	+$4.92K	﹤0.01%	151