Concord Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Concord Wealth 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
2023 Q3	–	Sell	-87	Closed	-$2.05K	–	1066
2023 Q2	$2.05K	Hold	87	–	–	﹤0.01%	861
2023 Q1	$1.95K	Hold	87	–	–	﹤0.01%	816
2022 Q4	$1.88K	Buy	+87	New	+$1.91K	﹤0.01%	950
2022 Q3	–	Sell	-84	Closed	-$2K	–	953
2022 Q2	$2K	Sell	84 -96	-53%	-$2.21K	﹤0.01%	1061
2022 Q1	$5K	Buy	180 +3	+2%	+$75	﹤0.01%	922
2021 Q4	$5K	Buy	+177	New	+$4.72K	﹤0.01%	961

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