Blue Chip Wealth 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
Q3 | $486K | Sell |
26,265
-993
| -4% | -$18.4K | 0.38% | 59 |
|
|
2020
Q2 | $478K | Sell |
27,258
-5,337
| -16% | -$93.6K | 0.45% | 54 |
|
|
2020
Q1 | $458K | Sell |
32,595
-12,369
| -28% | -$174K | 0.57% | 49 |
|
|
2019
Q4 | $902K | Sell |
44,964
-1,407
| -3% | -$28.2K | 0.83% | 33 |
|
|
2019
Q3 | $874K | Sell |
46,371
-5,541
| -11% | -$104K | 0.91% | 35 |
|
|
2019
Q2 | $988K | Buy |
51,912
+525
| +1% | +$9.99K | 1.04% | 29 |
|
|
2019
Q1 | $949K | Buy |
51,387
+2,604
| +5% | +$48.1K | 1.08% | 31 |
|
|
2018
Q4 | $779K | Buy |
48,783
+5,706
| +13% | +$91.1K | 1.02% | 31 |
|
|
2018
Q3 | $831K | Buy |
43,077
+9,354
| +28% | +$180K | 0.84% | 35 |
|
|
2018
Q2 | $617K | Buy |
33,723
+7,575
| +29% | +$139K | 0.67% | 44 |
|
|
2018
Q1 | $461K | Buy |
+26,148
| New | +$461K | 0.47% | 54 |
|