Paces Ferry Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-4,254
Closed -$79K 927
2020
Q3
$79K Buy
+4,254
New +$79K 0.07% 182