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

WT Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,220
Closed -$829K – 109
2023
Q1 		$829K Hold
12,220
– – 0.36% 78
2022
Q4 		$802K Buy
+12,220
New +$802K 0.39% 64