AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-50,859
| Closed | -$939K | – | 87 |
|
|
2019
Q1 | $939K | Sell |
50,859
-936
| -2% | -$17.3K | 0.09% | 67 |
|
|
2018
Q4 | $828K | Buy |
51,795
+23,157
| +81% | +$370K | 0.09% | 65 |
|
|
2018
Q3 | $552K | Buy |
+28,638
| New | +$552K | 0.06% | 68 |
|
|
2018
Q1 | – | Sell |
-27,219
| Closed | -$483K | – | 70 |
|
|
2017
Q4 | $483K | Buy |
+27,219
| New | +$483K | 0.09% | 57 |
|