LPP
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Life Planning Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-519
Closed -$13K – 202
2023
Q4 		$13K Buy
+519
New +$11.9K 0.01% 146
2022
Q3 		$10.5K Hold
519
– – 0.01% 132
2022
Q2 		$11K Hold
519
– – 0.01% 132
2022
Q1 		$13K Hold
519
– – 0.01% 127
2021
Q4 		$14K Buy
+519
New +$13.8K 0.01% 122

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