Sanctuary Advisors’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
Q4
$463K Sell
15,846
-35,163
-69% -$1.03M ﹤0.01% 1729
2024
Q3
$505K Buy
51,009
+32,148
+170% +$318K ﹤0.01% 1696
2024
Q2
$486K Buy
+18,861
New +$486K ﹤0.01% 1660