Capital Advisory Group Advisory Services’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
Q1
Sell
-9,381
Closed -$189K 472
2019
Q4
$189K Buy
+9,381
New +$189K 0.1% 106
2018
Q2
Sell
-186
Closed -$3K 371
2018
Q1
$3K Buy
+186
New +$3K ﹤0.01% 305