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Klingenstein Fields & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Klingenstein Fields & Co’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-28,022
Closed -$1.56M – 189
2020
Q3 		$1.56M Buy
+28,022
New +$1.56M 0.08% 93