DCM
DeGreen Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.27M | Sell |
29,617
-1,935
| -6% | -$148K | 0.75% | 19 |
|
|
2021
Q2 | $2.47M | Sell |
31,552
-4,276
| -12% | -$334K | 0.83% | 19 |
|
|
2021
Q1 | $1.64M | Sell |
35,828
-18,671
| -34% | -$857K | 0.96% | 20 |
|
|
2020
Q4 | $4.96M | Buy |
54,499
+17,084
| +46% | +$1.55M | 1.93% | 18 |
|
|
2020
Q3 | $2.08M | Sell |
37,415
-294
| -0.8% | -$16.3K | 0.92% | 20 |
|
|
2020
Q2 | $1.98M | Sell |
37,709
-2,443
| -6% | -$129K | 0.95% | 21 |
|
|
2020
Q1 | $1.69M | Buy |
40,152
+5,122
| +15% | +$216K | 0.94% | 20 |
|
|
2019
Q4 | $2.11M | Sell |
35,030
-481
| -1% | -$28.9K | 1.04% | 17 |
|
|
2019
Q3 | $2.01M | Sell |
35,511
-21,797
| -38% | -$1.23M | 1.05% | 17 |
|
|
2019
Q2 | $3.27M | Sell |
57,308
-15,161
| -21% | -$866K | 1.65% | 17 |
|
|
2019
Q1 | $4.01M | Buy |
72,469
+19,694
| +37% | +$1.09M | 2.07% | 16 |
|
|
2018
Q4 | $25.3M | Buy |
+52,775
| New | +$25.3M | 1.39% | 16 |
|