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Independent Wealth Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Independent Wealth Network’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,496
Closed -$201K – 227
2021
Q4 		$201K Buy
+2,496
New +$201K 0.12% 202