Barrington Strategic Wealth Management 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
2017
Q3
$558K Sell
33,405
-2,595
-7% -$43.3K 0.28% 82
2017
Q2
$578K Sell
36,000
-32,175
-47% -$517K 0.29% 83
2017
Q1
$1.08M Sell
68,175
-18,855
-22% -$298K 0.56% 52
2016
Q4
$1.31M Buy
+87,030
New +$1.31M 0.7% 43