CFS Investment Advisory Services’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
2021
Q3
Sell
-242,382
Closed -$6.32M 211
2021
Q2
$6.32M Buy
+242,382
New +$6.32M 5.77% 7