Peloton Wealth Strategists’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
2021
Q1
Sell
-9,579
Closed -$218K 90
2020
Q4
$218K Buy
+9,579
New +$218K 0.11% 77
2020
Q1
Sell
-10,599
Closed -$213K 77
2019
Q4
$213K Buy
+10,599
New +$213K 0.13% 72