Avantax Planning Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Avantax Planning Partners’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 Q2	–	Sell	-10,581	Closed	-$268K	–	368
2022 Q1	$268K	Buy	10,581 +1,536	+17%	+$38.5K	0.01%	299
2021 Q4	$242K	Buy	+9,045	New	+$241K	0.01%	305
2020 Q4	–	Sell	-12,126	Closed	-$224K	–	308
2020 Q3	$224K	Sell	12,126 -13,278	-52%	-$246K	0.01%	267
2020 Q2	$446K	Sell	25,404 -1,074	-4%	-$17.5K	0.03%	184
2020 Q1	$372K	Hold	26,478	–	–	0.03%	185
2019 Q4	$531K	Buy	26,478 +2,427	+10%	+$47K	0.03%	169
2019 Q3	$453K	Hold	24,051	–	–	0.03%	181
2019 Q2	$460K	Sell	24,051 -2,478	-9%	-$46.4K	0.03%	180
2019 Q1	$490K	Sell	26,529 -3,897	-13%	-$69.6K	0.03%	166
2018 Q4	$486K	Buy	30,426 +24,408	+406%	+$426K	0.04%	148
2018 Q3	$116K	Buy	+6,018	New	+$115K	0.01%	321
2018 Q2	–	Sell	-42,018	Closed	-$741K	–	1246
2018 Q1	$741K	Buy	+42,018	New	+$755K	0.06%	127

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