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CapWealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CapWealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,234
Closed -$303K – 110
2018
Q3 		$303K Buy
+5,234
New +$303K 0.05% 94