WP
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WealthPLAN Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-864
Closed -$20.5K – 996
2023
Q2 		$20.5K Sell
864
-1,389
-62% -$31.3K ﹤0.01% 670
2023
Q1 		$51K Buy
+2,253
New +$51.9K 0.01% 550

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