DWM
Doyle Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,505
| Closed | -$283K | – | 212 |
|
|
2022
Q2 | $283K | Buy |
+4,505
| New | +$283K | 0.02% | 179 |
|
|
2019
Q3 | – | Sell |
-14
| Closed | -$1K | – | 651 |
|
|
2019
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 830 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | -$1K | – | 635 |
|
|
2018
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 842 |
|