Diversified’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
Q2 | – | Sell |
-116,397
| Closed | -$2.63M | – | 151 |
|
|
2023
Q1 | $2.63M | Buy |
116,397
+40,917
| +54% | +$925K | 0.94% | 16 |
|
|
2022
Q4 | $1.65M | Buy |
75,480
+14,397
| +24% | +$315K | 0.65% | 25 |
|
|
2022
Q3 | $1.23M | Sell |
61,083
-23,037
| -27% | -$465K | 0.62% | 25 |
|
|
2022
Q2 | $1.76M | Buy |
84,120
+45,324
| +117% | +$947K | 0.73% | 27 |
|
|
2022
Q1 | $981K | Buy |
+38,796
| New | +$981K | 0.4% | 45 |
|