Dowling & Yahnke’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Dowling & Yahnke’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 Q3	$234K	Sell
2022 Q2	$258K	Buy
2022 Q1	$298K	Hold
2021 Q4	$316K	Sell
2021 Q3	$303K	Hold
2021 Q2	$309K	Buy
2021 Q1	$291K	Buy
2018 Q2	–	Sell
2018 Q1	$236K	Sell
2017 Q4	$485K	Buy