Capital Wealth Planning’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 |
-71,535
| Closed | -$1.01M | – | 184 |
|
|
2020
Q1 | $1.01M | Sell |
71,535
-2,868
| -4% | -$40.3K | 0.06% | 74 |
|
|
2019
Q4 | $1.49M | Sell |
74,403
-2,325
| -3% | -$46.6K | 0.09% | 64 |
|
|
2019
Q3 | $1.46M | Sell |
76,728
-22,251
| -22% | -$423K | 0.09% | 64 |
|
|
2019
Q2 | $1.88M | Buy |
+98,979
| New | +$1.88M | 0.14% | 50 |
|
|
2017
Q3 | – | Sell |
-17,358
| Closed | -$279K | – | 177 |
|
|
2017
Q2 | $279K | Buy |
+17,358
| New | +$279K | 0.04% | 80 |
|