Crew Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,768
| Closed | -$345K | – | 98 |
|
|
2022
Q4 | $345K | Sell |
15,768
-711
| -4% | -$15.6K | 0.49% | 52 |
|
|
2022
Q3 | $332K | Hold |
16,479
| – | – | 0.45% | 57 |
|
|
2022
Q2 | $345K | Hold |
16,479
| – | – | 0.43% | 65 |
|
|
2022
Q1 | $417K | Hold |
16,479
| – | – | 0.4% | 59 |
|
|
2021
Q4 | $442K | Hold |
16,479
| – | – | 0.37% | 57 |
|
|
2021
Q3 | $421K | Sell |
16,479
-777
| -5% | -$19.9K | 0.39% | 54 |
|
|
2021
Q2 | $450K | Hold |
17,256
| – | – | 0.42% | 53 |
|
|
2021
Q1 | $428K | Buy |
+17,256
| New | +$428K | 0.43% | 54 |
|