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Holistic Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Holistic Planning’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,817
Closed -$1.45M – 162
2024
Q2 		$1.45M Hold
17,817
– – 1.11% 27
2024
Q1 		$1.45M Buy
17,817
+14,500
+437% +$1.18M 1.11% 28
2023
Q4 		$250K Buy
+3,317
New +$250K 0.21% 100