WMR
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Wealth Management Resources’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealth Management Resources’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,909
Closed -$234K – 49
2021
Q4 		$234K Buy
+2,909
New +$234K 0.15% 44