Berkshire Money Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-39
| Closed | -$1K | – | 67 |
|
|
2020
Q1 | $1K | Sell |
39
-11,265
| -100% | -$289K | ﹤0.01% | 77 |
|
|
2019
Q4 | $227K | Buy |
11,304
+468
| +4% | +$9.4K | 0.04% | 35 |
|
|
2019
Q3 | $204K | Sell |
10,836
-1,014
| -9% | -$19.1K | 0.04% | 34 |
|
|
2019
Q2 | $226K | Buy |
11,850
+330
| +3% | +$6.29K | 0.05% | 32 |
|
|
2019
Q1 | $213K | Buy |
+11,520
| New | +$213K | 0.05% | 29 |
|