KMS Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$303K Buy
23,463
+2,514
+12% +$32.5K 0.04% 371
2014
Q2
$281K Buy
+20,949
New +$281K 0.04% 402