Stonebridge Financial Group’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	$1.07M	Buy	38,117 +963	+3%	+$27K	0.1%	113
2025 Q1	$973K	Sell	37,154 -80	-0.2%	-$2.1K	0.1%	108
2024 Q4	$1.03M	Buy	+37,234	New	+$1.03M	0.11%	108