CA
Crewe Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 272 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 296 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 310 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 266 |
|
|
2018
Q2 | – | Sell |
-134
| Closed | -$7K | – | 279 |
|
|
2018
Q1 | $7K | Hold |
134
| – | – | 0.01% | 231 |
|
|
2017
Q4 | $7K | Buy |
+134
| New | +$7K | 0.01% | 230 |
|