JWM
SCHM icon

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

Janiczek Wealth Management’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
2023
Q4 		– Sell
-117
Closed -$2.65K – 1167
2023
Q3 		$2.65K Hold
117
– – ﹤0.01% 798
2023
Q2 		$2.77K Hold
117
– – ﹤0.01% 730
2023
Q1 		$2.62K Hold
117
– – ﹤0.01% 740
2022
Q4 		$2.7K Hold
117
– – ﹤0.01% 734
2022
Q3 		$2K Buy
117
+24
+26% +$535 ﹤0.01% 783
2022
Q2 		$2K Hold
93
– – ﹤0.01% 799
2022
Q1 		$2K Hold
93
– – ﹤0.01% 787
2021
Q4 		$3K Buy
+93
New +$2.48K ﹤0.01% 792

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