Rothschild Investment LLC’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	$21.9K	Buy	780 +3	+0.4%	+$84	﹤0.01%	998
2025 Q1	$20.4K	Buy	777 +2	+0.3%	+$52	﹤0.01%	993
2024 Q4	$21.5K	Buy	775 +1	+0.1%	+$28	﹤0.01%	985
2024 Q3	$21.4K	Buy	774 +6	+0.8%	+$166	﹤0.01%	987
2024 Q2	$19.9K	Buy	+768	New	+$19.9K	﹤0.01%	971