Altium Wealth Management’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
2018 Q4	–	Sell	-11,484	Closed	-$221K	–	293
2018 Q3	$221K	Hold	11,484	–	–	0.04%	261
2018 Q2	$210K	Sell	11,484 -5,217	-31%	-$95.4K	0.06%	242
2018 Q1	$294K	Buy	+16,701	New	+$294K	0.12%	130