Wealth Advisory Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$218K Buy
2020
Q3
Sell
2020
Q2
$3.12M Buy
2020
Q1
$2.38M Buy
2019
Q4
$2.34M Buy