Disciplined Investments’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 |
-78
| Closed | -$1.85K | – | 1284 |
|
|
2023
Q2 | $1.85K | Hold |
78
| – | – | ﹤0.01% | 693 |
|
|
2023
Q1 | $1.76K | Hold |
78
| – | – | ﹤0.01% | 721 |
|
|
2022
Q4 | $1.71K | Hold |
78
| – | – | ﹤0.01% | 677 |
|
|
2022
Q3 | $2K | Hold |
78
| – | – | ﹤0.01% | 716 |
|
|
2022
Q2 | $2K | Hold |
78
| – | – | ﹤0.01% | 734 |
|
|
2022
Q1 | $2K | Hold |
78
| – | – | ﹤0.01% | 774 |
|
|
2021
Q4 | $2K | Hold |
78
| – | – | ﹤0.01% | 450 |
|
|
2021
Q3 | $2K | Hold |
78
| – | – | ﹤0.01% | 399 |
|
|
2021
Q2 | $2K | Hold |
78
| – | – | ﹤0.01% | 385 |
|
|
2021
Q1 | $2K | Hold |
78
| – | – | ﹤0.01% | 343 |
|
|
2020
Q4 | $2K | Hold |
78
| – | – | ﹤0.01% | 290 |
|
|
2020
Q3 | $1K | Hold |
78
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $1K | Hold |
78
| – | – | ﹤0.01% | 390 |
|
|
2020
Q1 | $1K | Hold |
78
| – | – | ﹤0.01% | 404 |
|
|
2019
Q4 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 388 |
|