AWM
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Able Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Able Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$248 – 479
2023
Q4 		$248 Buy
+3
New +$248 ﹤0.01% 578