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

Ledge 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	$248K	Buy
2023 Q3	$222K	Buy
2023 Q2	$232K	Buy
2023 Q1	$212K	Sell
2022 Q4	$222K	Buy
2022 Q3	$204K	Buy
2022 Q2	$210K	Sell
2022 Q1	$529K	Buy