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

Harvest Group 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
2019 Q4	–	Sell
2019 Q3	$6K	Sell
2019 Q2	$26K	Sell
2019 Q1	$35K	Sell
2018 Q4	$376K	Sell
2018 Q3	$466K	Sell
2018 Q2	$539K	Hold
2018 Q1	$519K	Buy
2017 Q4	$521K	Buy