Grey Fox Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,502
Closed -$56.6K 431
2023
Q1
$56.6K Buy
2,502
+9
+0.4% +$204 0.03% 176
2022
Q4
$54.5K Buy
+2,493
New +$54.5K 0.04% 156