D.A. Davidson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-12,768
| Closed | -$227K | – | 1141 |
|
|
2017
Q4 | $227K | Buy |
+12,768
| New | +$227K | ﹤0.01% | 963 |
|
|
2017
Q3 | – | Sell |
-3,720
| Closed | -$59K | – | 1824 |
|
|
2017
Q2 | $59K | Buy |
3,720
+2,520
| +210% | +$40K | ﹤0.01% | 1478 |
|
|
2017
Q1 | $18K | Hold |
1,200
| – | – | ﹤0.01% | 1860 |
|
|
2016
Q4 | $18K | Buy |
+1,200
| New | +$18K | ﹤0.01% | 1958 |
|