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

Opes Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$737K	Buy
2019 Q4	–	Sell
2019 Q3	$603K	Sell
2019 Q2	$705K	Sell
2019 Q1	$734K	Buy