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WR Wealth Planners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WR Wealth Planners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$1.51K Hold
54
– – ﹤0.01% 887
2024
Q3 		$1.51K Hold
54
– – ﹤0.01% 936
2024
Q2 		$1.4K Buy
+54
New +$1.4K ﹤0.01% 931