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Oak Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Oak Asset Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-101,807
Closed -$6.39M – 143
2022
Q2 		$6.39M Buy
+101,807
New +$6.39M 3.03% 8