Domani Wealth’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
Q1 | $1.1M | Hold |
48,681
| – | – | 0.26% | 45 |
|
|
2022
Q4 | $1.07M | Sell |
48,681
-96
| -0.2% | -$2.1K | 0.27% | 44 |
|
|
2022
Q3 | $984K | Buy |
48,777
+3
| +0% | +$61 | 0.29% | 39 |
|
|
2022
Q2 | $1.02M | Buy |
48,774
+189
| +0.4% | +$3.95K | 0.28% | 39 |
|
|
2022
Q1 | $1.23M | Buy |
48,585
+3
| +0% | +$76 | 0.27% | 42 |
|
|
2021
Q4 | $1.3M | Sell |
48,582
-60
| -0.1% | -$1.61K | 0.26% | 41 |
|
|
2021
Q3 | $1.24M | Sell |
48,642
-93
| -0.2% | -$2.38K | 0.26% | 39 |
|
|
2021
Q2 | $1.27M | Sell |
48,735
-291
| -0.6% | -$7.6K | 0.26% | 41 |
|
|
2021
Q1 | $1.22M | Sell |
49,026
-7,545
| -13% | -$187K | 0.23% | 41 |
|
|
2020
Q4 | $1.29M | Buy |
56,571
+6
| +0% | +$136 | 0.26% | 39 |
|
|
2020
Q3 | $1.05M | Sell |
56,565
-4,956
| -8% | -$91.6K | 0.23% | 43 |
|
|
2020
Q2 | $1.08M | Sell |
61,521
-333
| -0.5% | -$5.84K | 0.25% | 40 |
|
|
2020
Q1 | $869K | Sell |
61,854
-45,036
| -42% | -$633K | 0.23% | 48 |
|
|
2019
Q4 | $2.14M | Buy |
106,890
+5,337
| +5% | +$107K | 0.71% | 26 |
|
|
2019
Q3 | $1.91M | Buy |
101,553
+4,650
| +5% | +$87.6K | 0.69% | 26 |
|
|
2019
Q2 | $1.84M | Buy |
96,903
+2,340
| +2% | +$44.5K | 0.69% | 27 |
|
|
2019
Q1 | $1.75M | Buy |
94,563
+11,697
| +14% | +$216K | 0.7% | 28 |
|
|
2018
Q4 | $1.32M | Buy |
+82,866
| New | +$1.32M | 0.62% | 28 |
|