DWMG
DB Wealth Management Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.51M | Buy |
20,091
+1,292
| +7% | +$97.3K | 0.86% | 27 |
|
|
2023
Q3 | $1.27M | Buy |
18,799
+2,120
| +13% | +$143K | 0.8% | 28 |
|
|
2023
Q2 | $1.18M | Sell |
16,679
-745
| -4% | -$52.9K | 0.73% | 30 |
|
|
2023
Q1 | $1.18M | Sell |
17,424
-387
| -2% | -$26.3K | 0.75% | 33 |
|
|
2022
Q4 | $1.17M | Sell |
17,811
-6,480
| -27% | -$425K | 0.76% | 31 |
|
|
2022
Q3 | $1.47M | Sell |
24,291
-2,559
| -10% | -$155K | 1.05% | 26 |
|
|
2022
Q2 | $1.68M | Sell |
26,850
-4,103
| -13% | -$257K | 1.15% | 24 |
|
|
2022
Q1 | $2.35M | Buy |
30,953
+4,562
| +17% | +$346K | 1.42% | 17 |
|
|
2021
Q4 | $2.12M | Buy |
26,391
+1,361
| +5% | +$109K | 1.26% | 23 |
|
|
2021
Q3 | $1.92M | Buy |
25,030
+584
| +2% | +$44.8K | 1.24% | 22 |
|
|
2021
Q2 | $1.91M | Buy |
24,446
+4,853
| +25% | +$380K | 1.22% | 23 |
|
|
2021
Q1 | $1.46M | Buy |
19,593
+748
| +4% | +$55.7K | 1% | 29 |
|
|
2020
Q4 | $1.29M | Buy |
+18,845
| New | +$1.29M | 0.95% | 30 |
|