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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$283K Buy
2019
Q3
Sell
2019
Q2
$1K Buy
2019
Q1
Sell
2018
Q4
$1K Buy