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

Minot Wealth Management’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
2022 Q2	–	Sell
2022 Q1	$2.35M	Sell
2021 Q4	$2.98M	Buy
2021 Q3	$2.38M	Hold
2021 Q2	$2.4M	Buy
2021 Q1	$2.01M	Buy