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

Jeppson Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,200
Closed -$22K – 374
2020
Q3 		$22K Buy
+1,200
New +$22K 0.02% 323