United Advisor Group’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	$2.55M	Buy	90,766 +33,927	+60%	+$952K	0.44%	62
2025 Q1	$1.49M	Buy	56,839 +8,442	+17%	+$221K	0.31%	85
2024 Q4	$1.34M	Buy	+48,397	New	+$1.34M	0.27%	90