VSM Wealth Advisory’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	$1.71M	Sell	60,961 -17,947	-23%	-$503K	0.56%	27
2025 Q1	$2.07M	Sell	78,908 -1,274	-2%	-$33.4K	0.74%	27
2024 Q4	$2.22M	Buy	+80,182	New	+$2.22M	0.79%	27