AFS
Access Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-43,956
| Closed | -$2.51M | – | 74 |
|
|
2019
Q2 | $2.51M | Sell |
43,956
-1,935
| -4% | -$110K | 1.91% | 9 |
|
|
2019
Q1 | $2.54M | Sell |
45,891
-8,598
| -16% | -$476K | 2% | 9 |
|
|
2018
Q4 | $2.61M | Sell |
54,489
-15,860
| -23% | -$760K | 2.32% | 9 |
|
|
2018
Q3 | $4.07M | Buy |
+70,349
| New | +$4.07M | 2.79% | 6 |
|