Tandem Investment 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	$340K	Buy	12,109 +6	+0%	+$168	0.3%	58
2025 Q1	$317K	Sell	12,103 -126	-1%	-$3.3K	0.31%	58
2024 Q4	$339K	Buy	+12,229	New	+$339K	0.32%	52