WAG

Windsor Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,092	Closed	-$335K	–	73
2024 Q4	$335K	Sell	12,092 -3,345	-22%	-$92.7K	0.39%	41
2024 Q3	$1.28M	Sell	15,437 -20,940	-58%	-$1.74M	1.45%	15
2024 Q2	$2.83M	Buy	+36,377	New	+$2.83M	5.68%	6