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

Transparent Wealth Partners’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
2023 Q1	$1.16M	Buy
2022 Q4	$1.12M	Buy
2022 Q3	$1.01M	Buy
2022 Q2	$1.01M	Buy
2022 Q1	–	Sell
2021 Q4	$1.31M	Buy