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WestHill Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WestHill Financial Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,233
Closed -$27.8K – 105
2023
Q3 		$27.8K Buy
+1,233
New +$27.8K 0.01% 90