Arete Wealth Advisors’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
2022
Q2
Sell
-7,983
Closed -$202K 548
2022
Q1
$202K Hold
7,983
0.02% 481
2021
Q4
$214K Buy
+7,983
New +$214K 0.02% 459