Summit Wealth & Retirement Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell
2020 Q2	$7.34M	Sell
2020 Q1	$6.04M	Sell
2019 Q4	$10.1M	Buy
2019 Q3	$9.32M	Buy
2019 Q2	$9.19M	Sell
2019 Q1	$8.96M	Sell
2018 Q4	$7.77M	Buy