Baron Financial Group’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
Q3 | – | Sell |
-600
| Closed | -$12.5K | – | 170 |
|
|
2022
Q2 | $12.5K | Hold |
600
| – | – | 0.01% | 139 |
|
|
2022
Q1 | $15.2K | Hold |
600
| – | – | 0.01% | 146 |
|
|
2021
Q4 | $16.1K | Hold |
600
| – | – | 0.01% | 148 |
|
|
2021
Q3 | $15.3K | Hold |
600
| – | – | 0.01% | 153 |
|
|
2021
Q2 | $15.7K | Hold |
600
| – | – | 0.01% | 154 |
|
|
2021
Q1 | $14.9K | Hold |
600
| – | – | 0.01% | 155 |
|
|
2020
Q4 | $13.6K | Hold |
600
| – | – | 0.01% | 154 |
|
|
2020
Q3 | $11.1K | Buy |
+600
| New | +$11.1K | 0.01% | 167 |
|