GWA
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Guidant 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
2019
Q3
$236K Buy
4,165
+14
+0.3% +$793 0.09% 101
2019
Q2
$237K Hold
4,151
0.09% 101
2019
Q1
$230K Buy
+4,151
New +$230K 0.09% 99