LifePlan Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$8K Hold
2020
Q2
$7K Sell
2020
Q1
$13K Buy
2019
Q4
$16K Buy
2019
Q3
$15K Buy
2019
Q2
$15K Buy
2019
Q1
$14K Buy
2018
Q4
$10K Buy
2018
Q3
$12K Buy