Robertson Stephens Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,986	Closed	-$316K	–	451
2023 Q1	$316K	Buy	13,986 +60	+0.4%	+$1.36K	0.02%	357
2022 Q4	$305K	Buy	13,926 +6	+0%	+$131	0.03%	324
2022 Q3	$280K	Buy	+13,920	New	+$280K	0.03%	289