Unified Trust Company’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
Q3
$271K Buy
10,617
+942
+10% +$24K 0.08% 77
2021
Q2
$252K Buy
+9,675
New +$252K 0.07% 74