Checchi Capital Advisers’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
2022
Q1
Sell
-7,476
Closed -$200K 563
2021
Q4
$200K Buy
+7,476
New +$200K 0.02% 507
2021
Q1
Sell
-14,952
Closed -$340K 525
2020
Q4
$340K Buy
+14,952
New +$340K 0.04% 304