BI
Blooom Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $309K | Sell |
4,519
-442
| -9% | -$30.2K | 0.59% | 29 |
|
|
2022
Q2 | $321K | Sell |
4,961
-132
| -3% | -$8.54K | 0.55% | 31 |
|
|
2022
Q1 | $396K | Buy |
5,093
+418
| +9% | +$32.5K | 0.32% | 31 |
|
|
2021
Q4 | $376K | Sell |
4,675
-398
| -8% | -$32K | 0.28% | 30 |
|
|
2021
Q3 | $393K | Sell |
5,073
-143
| -3% | -$11.1K | 0.33% | 31 |
|
|
2021
Q2 | $408K | Buy |
5,216
+156
| +3% | +$12.2K | 0.3% | 32 |
|
|
2021
Q1 | $376K | Sell |
5,060
-410
| -7% | -$30.5K | 0.29% | 34 |
|
|
2020
Q4 | $448K | Buy |
+5,470
| New | +$448K | 0.36% | 25 |
|