VWA
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Valued Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Valued Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-400
Closed -$32.6K – 627
2024
Q1 		$32.6K Buy
400
+390
+3,900% +$31.8K 0.02% 90
2023
Q4 		$685 Buy
+10
New +$685 ﹤0.01% 408