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

Western Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$85.8K	Buy
2022 Q3	–	Sell
2022 Q2	$424K	Sell
2022 Q1	$548K	Buy
2021 Q4	$339K	Buy
2021 Q2	$309K	Hold
2021 Q1	$293K	Buy
2020 Q4	$254K	Buy