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One Charles Private Wealth Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

One Charles Private Wealth Services’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-21,608
Closed -$911K – 95
2020
Q1 		$911K Sell
21,608
-1,258
-6% -$53K 0.75% 21
2019
Q4 		$1.38M Buy
+22,866
New +$1.38M 0.91% 22