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

Echo Wealth Management’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 Q4	–	Sell	-10,929	Closed	-$236K	–	48
2022 Q3	$236K	Hold	10,929	–	–	0.31%	38
2022 Q2	$235K	Hold	10,929	–	–	0.31%	41
2022 Q1	$270K	Sell	10,929 -243	-2%	-$6.09K	0.32%	42
2021 Q4	$292K	Sell	11,172 -312	-3%	-$8.32K	0.33%	42
2021 Q3	$299K	Hold	11,484	–	–	0.35%	41
2021 Q2	$301K	Sell	11,484 -1,272	-10%	-$32.9K	0.38%	41
2021 Q1	$316K	Hold	12,756	–	–	0.4%	44
2020 Q4	$290K	Buy	+12,756	New	+$266K	0.38%	42

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