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MA Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MA Private Wealth’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-14,313
Closed -$287K – 86
2019
Q4 		$287K Buy
+14,313
New +$287K 0.09% 57