BPWA
Beacon Pointe Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.05M | Sell |
17,421
-2,410
| -12% | -$145K | 0.19% | 101 |
|
|
2019
Q3 | $1.12M | Buy |
19,831
+5,103
| +35% | +$288K | 0.24% | 93 |
|
|
2019
Q2 | $838K | Buy |
14,728
+2,417
| +20% | +$138K | 0.18% | 112 |
|
|
2019
Q1 | $679K | Sell |
12,311
-916
| -7% | -$50.5K | 0.15% | 125 |
|
|
2018
Q4 | $633K | Buy |
+13,227
| New | +$633K | 0.23% | 108 |
|