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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-864	Closed	-$20.5K	–	996
2023 Q2	$20.5K	Sell	864 -1,389	-62%	-$32.9K	﹤0.01%	670
2023 Q1	$51K	Buy	+2,253	New	+$51K	0.01%	550