Total 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	$204K	Buy	+7,284	New	+$204K	0.03%	72
2024 Q4	–	Sell	-7,710	Closed	-$214K	–	80
2024 Q3	$214K	Buy	+7,710	New	+$214K	0.02%	65
2022 Q1	–	Sell	-7,602	Closed	-$204K	–	74
2021 Q4	$204K	Buy	+7,602	New	+$204K	0.03%	73