55I LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

55I LLC’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$272K	Sell
2022 Q1	$370K	Sell
2021 Q4	$884K	Buy
2021 Q3	$440K	Buy
2021 Q2	$312K	Buy