Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,277
| Closed | -$57K | – | 630 |
|
|
2021
Q1 | $57K | Buy |
+2,277
| New | +$57K | 0.01% | 330 |
|
|
2020
Q2 | $48K | Buy |
2,751
+60
| +2% | +$1.05K | 0.02% | 311 |
|
|
2020
Q1 | $38K | Buy |
2,691
+60
| +2% | +$847 | 0.02% | 317 |
|
|
2019
Q4 | $53K | Buy |
2,631
+27
| +1% | +$544 | 0.02% | 309 |
|
|
2019
Q3 | $49K | Buy |
2,604
+63
| +2% | +$1.19K | 0.02% | 323 |
|
|
2019
Q2 | $48K | Sell |
2,541
-2,220
| -47% | -$41.9K | 0.02% | 327 |
|
|
2019
Q1 | $88K | Buy |
4,761
+846
| +22% | +$15.6K | 0.04% | 231 |
|
|
2018
Q4 | $63K | Buy |
3,915
+72
| +2% | +$1.16K | 0.03% | 246 |
|
|
2018
Q3 | $74K | Buy |
3,843
+651
| +20% | +$12.5K | 0.03% | 241 |
|
|
2018
Q2 | $58K | Buy |
3,192
+1,218
| +62% | +$22.1K | 0.03% | 262 |
|
|
2018
Q1 | $34K | Sell |
1,974
-177,540
| -99% | -$3.06M | 0.02% | 328 |
|
|
2017
Q4 | $59K | Buy |
+179,514
| New | +$59K | 0.04% | 214 |
|