Stordahl Capital Management’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	$546K	Sell	19,476 -163	-0.8%	-$4.57K	0.12%	35
2025 Q1	$515K	Hold	19,639	–	–	0.12%	34
2024 Q4	$544K	Sell	19,639 -170	-0.9%	-$4.71K	0.13%	34
2024 Q3	$545K	Hold	19,809	–	–	0.13%	32
2024 Q2	$514K	Hold	19,809	–	–	0.13%	35
2024 Q1	$538K	Hold	19,809	–	–	0.13%	34
2023 Q4	$497K	Sell	19,809 -531	-3%	-$13.3K	0.14%	35
2023 Q3	$459K	Sell	20,340 -39	-0.2%	-$880	0.14%	34
2023 Q2	$483K	Sell	20,379 -180	-0.9%	-$4.26K	0.14%	35
2023 Q1	$465K	Hold	20,559	–	–	0.14%	36
2022 Q4	$450K	Sell	20,559 -618	-3%	-$13.5K	0.15%	35
2022 Q3	$427K	Hold	21,177	–	–	0.15%	35
2022 Q2	$443K	Hold	21,177	–	–	0.17%	37
2022 Q1	$535K	Sell	21,177 -90	-0.4%	-$2.27K	0.2%	34
2021 Q4	$570K	Sell	21,267 -48	-0.2%	-$1.29K	0.21%	32
2021 Q3	$545K	Hold	21,315	–	–	0.22%	32
2021 Q2	$556K	Hold	21,315	–	–	0.23%	32
2021 Q1	$529K	Sell	21,315 -4,215	-17%	-$105K	0.22%	31
2020 Q4	$580K	Hold	25,530	–	–	0.26%	30
2020 Q3	$472K	Hold	25,530	–	–	0.24%	31
2020 Q2	$448K	Sell	25,530 -1,713	-6%	-$30.1K	0.25%	31
2020 Q1	$354K	Sell	27,243 -11,202	-29%	-$146K	0.22%	32
2019 Q4	$771K	Buy	38,445 +72	+0.2%	+$1.44K	0.31%	29
2019 Q3	$723K	Sell	38,373 -3,150	-8%	-$59.4K	0.29%	29
2019 Q2	$801K	Buy	41,523 +315	+0.8%	+$6.08K	0.31%	29
2019 Q1	$785K	Buy	41,208 +13,428	+48%	+$256K	0.32%	29
2018 Q4	$444K	Buy	+27,780	New	+$444K	0.22%	32