Delta Asset Management’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
2023
Q3
Sell
-345
Closed -$8.17K 660
2023
Q2
$8.17K Buy
+345
New +$8.17K ﹤0.01% 478
2020
Q3
Sell
-90
Closed -$2K 606
2020
Q2
$2K Hold
90
﹤0.01% 561
2020
Q1
$1K Buy
+90
New +$1K ﹤0.01% 600