FWM
Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $21.8M | Buy |
284,103
+683
| +0.2% | +$52.4K | 12.5% | 3 |
|
|
2021
Q2 | $22.2M | Buy |
283,420
+98
| +0% | +$7.67K | 12.57% | 3 |
|
|
2021
Q1 | $21.1M | Sell |
283,322
-4,235
| -1% | -$315K | 12.74% | 3 |
|
|
2020
Q4 | $19.6M | Buy |
287,557
+4,576
| +2% | +$312K | 12.53% | 3 |
|
|
2020
Q3 | $15.7M | Sell |
282,981
-1,258
| -0.4% | -$69.8K | 12.29% | 3 |
|
|
2020
Q2 | $15M | Buy |
284,239
+25,102
| +10% | +$1.32M | 11.91% | 3 |
|
|
2020
Q1 | $10.9M | Buy |
259,137
+27,155
| +12% | +$1.14M | 12.03% | 3 |
|
|
2019
Q4 | $14M | Buy |
+231,982
| New | +$14M | 12.34% | 3 |
|