1834 Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-84
| Closed | -$2K | – | 405 |
|
|
2022
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 443 |
|
|
2022
Q1 | $2K | Sell |
84
-195
| -70% | -$4.64K | ﹤0.01% | 421 |
|
|
2021
Q4 | $7K | Hold |
279
| – | – | ﹤0.01% | 405 |
|
|
2021
Q3 | $7K | Hold |
279
| – | – | ﹤0.01% | 429 |
|
|
2021
Q2 | $7K | Hold |
279
| – | – | ﹤0.01% | 447 |
|
|
2021
Q1 | $7K | Hold |
279
| – | – | ﹤0.01% | 417 |
|
|
2020
Q4 | $6K | Hold |
279
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $5K | Hold |
279
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $5K | Hold |
279
| – | – | ﹤0.01% | 384 |
|
|
2020
Q1 | $4K | Sell |
279
-129
| -32% | -$1.85K | ﹤0.01% | 376 |
|
|
2019
Q4 | $8K | Hold |
408
| – | – | ﹤0.01% | 402 |
|
|
2019
Q3 | $8K | Hold |
408
| – | – | ﹤0.01% | 405 |
|
|
2019
Q2 | $8K | Hold |
408
| – | – | ﹤0.01% | 384 |
|
|
2019
Q1 | $8K | Sell |
408
-45
| -10% | -$882 | ﹤0.01% | 363 |
|
|
2018
Q4 | $7K | Hold |
453
| – | – | ﹤0.01% | 373 |
|
|
2018
Q3 | $9K | Hold |
453
| – | – | ﹤0.01% | 365 |
|
|
2018
Q2 | $8K | Hold |
453
| – | – | ﹤0.01% | 382 |
|
|
2018
Q1 | $8K | Buy |
+453
| New | +$8K | ﹤0.01% | 396 |
|