Bellecapital’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
Q2 | – | Sell |
-7,923
| Closed | -$200K | – | 216 |
|
|
2022
Q1 | $200K | Hold |
7,923
| – | – | 0.06% | 197 |
|
|
2021
Q4 | $212K | Hold |
7,923
| – | – | 0.06% | 185 |
|
|
2021
Q3 | $202K | Sell |
7,923
-1,677
| -17% | -$42.8K | 0.06% | 189 |
|
|
2021
Q2 | $250K | Buy |
9,600
+603
| +7% | +$15.7K | 0.08% | 166 |
|
|
2021
Q1 | $223K | Buy |
+8,997
| New | +$223K | 0.07% | 175 |
|