EWM
Echo 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
Q4 | – | Sell |
-3,643
| Closed | -$236K | – | 48 |
|
|
2022
Q3 | $236K | Hold |
3,643
| – | – | 0.31% | 38 |
|
|
2022
Q2 | $235K | Hold |
3,643
| – | – | 0.31% | 41 |
|
|
2022
Q1 | $270K | Sell |
3,643
-81
| -2% | -$6K | 0.32% | 42 |
|
|
2021
Q4 | $292K | Sell |
3,724
-104
| -3% | -$8.16K | 0.33% | 42 |
|
|
2021
Q3 | $299K | Hold |
3,828
| – | – | 0.35% | 41 |
|
|
2021
Q2 | $301K | Sell |
3,828
-424
| -10% | -$33.3K | 0.38% | 41 |
|
|
2021
Q1 | $316K | Hold |
4,252
| – | – | 0.4% | 44 |
|
|
2020
Q4 | $290K | Buy |
+4,252
| New | +$290K | 0.38% | 42 |
|