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Lifeworks Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lifeworks Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,773
Closed -$208K – 133
2021
Q4 		$208K Buy
+7,773
New +$208K 0.17% 108