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SteelPeak Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SteelPeak Wealth’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-16,848
Closed -$338K – 269
2019
Q4 		$338K Buy
+16,848
New +$338K 0.05% 194