D. Scott Neal’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
Q2 | – | Sell |
-183
| Closed | -$3K | – | 145 |
|
|
2018
Q1 | $3K | Sell |
183
-55,929
| -100% | -$917K | ﹤0.01% | 151 |
|
|
2017
Q4 | $996K | Sell |
56,112
-2,388
| -4% | -$42.4K | 0.6% | 24 |
|
|
2017
Q3 | $977K | Buy |
58,500
+26,088
| +80% | +$436K | 0.59% | 21 |
|
|
2017
Q2 | $520K | Buy |
32,412
+72
| +0.2% | +$1.16K | 0.35% | 26 |
|
|
2017
Q1 | $510K | Buy |
32,340
+30,960
| +2,243% | +$488K | 0.33% | 28 |
|
|
2016
Q4 | $21K | Buy |
+1,380
| New | +$21K | 0.02% | 99 |
|