Integrated Wealth Management (Palm Desert)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$583K	Buy
2016 Q4	$488K	Buy
2016 Q3	$272K	Buy
2016 Q2	$240K	Buy
2016 Q1	$101K	Buy
2015 Q4	$25K	Buy
2015 Q3	$24K	Buy
2015 Q2	$24K	Buy
2015 Q1	$14K	Buy