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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-276,216
Closed -$52.9K 192
2019
Q2
$52.9K Sell
276,216
-3,477
-1% -$666 1.02% 30
2019
Q1
$5.16M Buy
+279,693
New +$5.16M 0.98% 34