Stableford Capital II’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
2023
Q2
Sell
-146,382
Closed -$3.2M 130
2023
Q1
$3.2M Buy
+146,382
New +$3.2M 2.29% 8