MIM

MTM Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$37.7K	Hold	1,422	–	–	0.01%	369
2025 Q1	$39.6K	Buy	+1,422	New	+$39.6K	0.02%	229
2024 Q2	–	Sell	-474	Closed	-$38.2K	–	276
2024 Q1	$38.2K	Buy	+474	New	+$38.2K	0.02%	227