Synergy Investment 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	–	Sell	-426	Closed	-$11.2K	–	469
2025 Q1	$11.2K	Hold	426	–	–	﹤0.01%	373
2024 Q4	$11.8K	Buy	+426	New	+$11.8K	0.01%	376