Planning Capital Management Corporation’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
2024 Q3	$941K	Sell	33,981 -2,175	-6%	-$60.2K	0.62%	42
2024 Q2	$938K	Buy	36,156 +69	+0.2%	+$1.79K	0.66%	34
2024 Q1	$980K	Sell	36,087 -4,983	-12%	-$135K	0.72%	32
2023 Q4	$1.03M	Buy	+41,070	New	+$1.03M	0.81%	29