Watermark Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Watermark Asset Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$161K	Sell
2018 Q3	$211K	Buy
2018 Q2	$199K	Sell
2018 Q1	$214K	Sell
2017 Q4	$235K	Buy
2017 Q3	$201K	Sell
2017 Q2	$278K	Sell
2017 Q1	$288K	Buy