TFO Wealth 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
2022 Q2	–	Sell	-9,969	Closed	-$252K	–	509
2022 Q1	$252K	Sell	9,969 -2,100	-17%	-$53.1K	0.05%	39
2021 Q4	$314K	Buy	+12,069	New	+$314K	0.06%	32