PRW Wealth Management’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 Q3	–	Sell	-9,705	Closed	-$253K	–	253
2021 Q2	$253K	Buy	+9,705	New	+$253K	0.07%	228
2019 Q2	–	Sell	-405	Closed	-$7K	–	562
2019 Q1	$7K	Hold	405	–	–	0.01%	333
2018 Q4	$6K	Buy	+405	New	+$6K	0.01%	356