Treybourne Wealth Planners’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
2021 Q2	$323K	Hold	12,375	–	–	0.2%	36
2021 Q1	$307K	Hold	12,375	–	–	0.21%	35
2020 Q4	$281K	Buy	+12,375	New	+$281K	0.2%	33