WealthStone’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
2021 Q1	$297K	Buy	12,000 +1,500	+14%	+$37.1K	0.1%	163
2020 Q4	$239K	Buy	+10,500	New	+$239K	0.08%	178