Peterson Wealth Management’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 Q1	–	Sell	-7,257	Closed	-$201K	–	52
2024 Q4	$201K	Hold	7,257	–	–	0.12%	50
2024 Q3	$201K	Buy	+7,257	New	+$201K	0.13%	48