Paracle Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Paracle Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$2.99M	Sell
2020 Q4	$2.87M	Sell
2020 Q3	$2.35M	Hold
2020 Q2	$2.23M	Sell
2020 Q1	$1.86M	Buy
2019 Q4	–	Sell
2019 Q3	$261K	Sell
2019 Q2	$277K	Hold
2019 Q1	$269K	Sell
2018 Q4	$246K	Buy