Baltimore-Washington Financial 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
Q4
Sell
-8,892
Closed -$1.63M 147
2022
Q3
$1.63M Buy
+8,892
New +$1.63M 0.14% 86
2022
Q2
Sell
-603
Closed -$2.66M 151
2022
Q1
$2.66M Buy
+603
New +$2.66M 0.26% 83