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

BNC Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,040
Closed -$231K – 127
2022
Q1 		$231K Hold
3,040
– – 0.11% 108
2021
Q4 		$245K Buy
+3,040
New +$245K 0.12% 102