Valtinson Bruner Financial Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,971	Closed	-$236K	–	173
2025 Q3	$236K	Hold	7,971	–	–	0.07%	140
2025 Q2	$224K	Hold	7,971	–	–	0.07%	141
2025 Q1	$209K	Hold	7,971	–	–	0.07%	139
2024 Q4	$221K	Hold	7,971	–	–	0.08%	136
2024 Q3	$221K	Hold	7,971	–	–	0.08%	127
2024 Q2	$207K	Hold	7,971	–	–	0.08%	126
2024 Q1	$216K	Hold	7,971	–	–	0.09%	116
2023 Q4	$200K	Buy	+7,971	New	+$183K	0.1%	112
2022 Q1	–	Sell	-7,971	Closed	-$214K	–	102
2021 Q4	$214K	Hold	7,971	–	–	0.12%	90
2021 Q3	$215K	Hold	7,971	–	–	0.12%	89
2021 Q2	$206K	Buy	7,971 +60	+0.8%	+$1.55K	0.12%	83
2021 Q1	$204K	Buy	+7,911	New	+$192K	0.12%	82
2020 Q2	–	Sell	-16,296	Closed	-$254K	–	80
2020 Q1	$254K	Sell	16,296 -2,175	-12%	-$39.8K	0.2%	58
2019 Q4	$370K	Hold	18,471	–	–	0.27%	51
2019 Q3	$346K	Hold	18,471	–	–	0.28%	49
2019 Q2	$352K	Sell	18,471 -300	-2%	-$5.61K	0.3%	32
2019 Q1	$347K	Hold	18,771	–	–	0.3%	30
2018 Q4	$300K	Buy	+18,771	New	+$328K	0.31%	27