Adams Chetwood Wealth Management’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
Q1 | $2.82M | Sell |
111,459
-16,731
| -13% | -$423K | 1.6% | 14 |
|
|
2021
Q4 | $3.44M | Sell |
128,190
-20,211
| -14% | -$542K | 2.33% | 11 |
|
|
2021
Q3 | $3.79M | Sell |
148,401
-57,783
| -28% | -$1.48M | 2.75% | 9 |
|
|
2021
Q2 | $5.38M | Sell |
206,184
-33,054
| -14% | -$862K | 3.79% | 5 |
|
|
2021
Q1 | $5.94M | Sell |
239,238
-4,908
| -2% | -$122K | 4.52% | 4 |
|
|
2020
Q4 | $5.55M | Buy |
244,146
+6,750
| +3% | +$153K | 4.6% | 4 |
|
|
2020
Q3 | $4.39M | Buy |
237,396
+1,752
| +0.7% | +$32.4K | 4.23% | 4 |
|
|
2020
Q2 | $4.13M | Sell |
235,644
-195
| -0.1% | -$3.42K | 4.2% | 5 |
|
|
2020
Q1 | $3.87M | Buy |
235,839
+4,296
| +2% | +$70.5K | 4.53% | 5 |
|
|
2019
Q4 | $4.64M | Buy |
+231,543
| New | +$4.64M | 4.75% | 5 |
|