Householder Group Estate & Retirement Specialist’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell
2024 Q3	$21K	Hold
2024 Q2	$19K	Hold
2024 Q1	$20.8K	Buy
2023 Q4	$14K	Sell
2023 Q3	$13.4K	Buy