Planning Capital Management Corporation’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$941K	Sell
2024 Q2	$938K	Buy
2024 Q1	$980K	Sell
2023 Q4	$1.03M	Buy