Oxford Financial Group’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
2024 Q1	–	Sell	-52,299	Closed	-$1.31M	–	293
2023 Q4	$1.31M	Hold	52,299	–	–	0.1%	70
2023 Q3	$1.18M	Buy	+52,299	New	+$1.18M	0.1%	65