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

Surevest’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$48K Hold
2,358
– – 0.01% 189
2022
Q2 		$49K Hold
2,358
– – 0.01% 202
2022
Q1 		$60K Hold
2,358
– – 0.01% 180
2021
Q4 		$63K Buy
+2,358
New +$63K 0.01% 172