CI
Chartist 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
Q2 | – | Sell |
-5,330
| Closed | -$404K | – | 30 |
|
|
2022
Q1 | $404K | Sell |
5,330
-3,608
| -40% | -$274K | 0.19% | 23 |
|
|
2021
Q4 | $719K | Buy |
8,938
+611
| +7% | +$49.1K | 0.31% | 16 |
|
|
2021
Q3 | $638K | Sell |
8,327
-5,144
| -38% | -$394K | 0.3% | 16 |
|
|
2021
Q2 | $1.05M | Buy |
+13,471
| New | +$1.05M | 0.49% | 12 |
|