Signature Estate & Investment Advisors’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	$1.73M	Buy	61,525 +1,292	+2%	+$36.2K	0.04%	168
2025 Q1	$1.58M	Sell	60,233 -695	-1%	-$18.2K	0.04%	167
2024 Q4	$1.69M	Sell	60,928 -503	-0.8%	-$13.9K	0.04%	158
2024 Q3	$1.7M	Buy	61,431 +2,595	+4%	+$71.9K	0.04%	150
2024 Q2	$1.53M	Buy	+58,836	New	+$1.53M	0.04%	153