Sherwood Financial Partners’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	$14.6M	Buy	520,046 +10,011	+2%	+$281K	13.37%	4
2025 Q1	$13.4M	Buy	510,035 +8,454	+2%	+$221K	12.97%	4
2024 Q4	$13.9M	Buy	+501,581	New	+$13.9M	13.8%	4