Baldwin Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-699
| Closed | -$14K | – | 567 |
|
|
2019
Q4 | $14K | Hold |
699
| – | – | ﹤0.01% | 436 |
|
|
2019
Q3 | $13K | Hold |
699
| – | – | ﹤0.01% | 435 |
|
|
2019
Q2 | $13K | Hold |
699
| – | – | ﹤0.01% | 430 |
|
|
2019
Q1 | $13K | Hold |
699
| – | – | ﹤0.01% | 434 |
|
|
2018
Q4 | $11K | Hold |
699
| – | – | ﹤0.01% | 429 |
|
|
2018
Q3 | $13K | Hold |
699
| – | – | ﹤0.01% | 443 |
|
|
2018
Q2 | $13K | Hold |
699
| – | – | ﹤0.01% | 441 |
|
|
2018
Q1 | $12K | Buy |
+699
| New | +$12K | ﹤0.01% | 423 |
|