NRW
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Nova R Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Nova R Wealth’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,370
Closed -$446K – 87
2024
Q3 		$446K Sell
5,370
-356
-6% -$29.6K 0.22% 54
2024
Q2 		$446K Sell
5,726
-6,066
-51% -$472K 0.23% 51
2024
Q1 		$960K Buy
+11,792
New +$960K 0.5% 39