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Wingate Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wingate Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,632
Closed -$101K – 361
2024
Q4 		$101K Buy
+3,632
New +$101K 0.1% 139