Romano Brothers & Co’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 Q2	$294K	Buy	+10,495	New	+$294K	0.04%	270
2025 Q1	–	Sell	-7,500	Closed	-$208K	–	307
2024 Q4	$208K	Sell	7,500 -375	-5%	-$10.4K	0.03%	293
2024 Q3	$218K	Buy	+7,875	New	+$218K	0.03%	295