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Schrum Private Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Schrum Private Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,502
Closed -$291K – 163
2024
Q3 		$291K Buy
+3,502
New +$291K 0.15% 132