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Institute for Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Institute for Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-63
Closed -$4K – 620
2019
Q4 		$4K Buy
+63
New +$4K ﹤0.01% 648