WGC
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Watts Gwilliam & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Watts Gwilliam & Co’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,358
Closed -$277K – 215
2024
Q3 		$277K Buy
+3,358
New +$277K 0.06% 164