Simplicity Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Simplicity Solutions’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$14.8M	Buy
2023 Q3	$12.7M	Buy
2023 Q2	$11.9M	Buy
2023 Q1	$10.7M	Buy
2019 Q2	–	Sell
2019 Q1	$794K	Buy
2018 Q4	$307K	Buy