Idaho Trust Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,497
Closed -$366K 128
2024
Q1
$366K Buy
+13,497
New +$366K 0.35% 64