First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.31K | Buy |
+300
| New | +$8.31K | ﹤0.01% | 319 |
|
|
2019
Q3 | – | Sell |
-750
| Closed | -$14K | – | 723 |
|
|
2019
Q2 | $14K | Sell |
750
-285
| -28% | -$5.32K | ﹤0.01% | 456 |
|
|
2019
Q1 | $19K | Hold |
1,035
| – | – | 0.01% | 411 |
|
|
2018
Q4 | $17K | Hold |
1,035
| – | – | 0.01% | 400 |
|
|
2018
Q3 | $20K | Sell |
1,035
-525
| -34% | -$10.1K | 0.01% | 410 |
|
|
2018
Q2 | $29K | Hold |
1,560
| – | – | 0.01% | 348 |
|
|
2018
Q1 | $27K | Sell |
1,560
-390
| -20% | -$6.75K | 0.01% | 570 |
|
|
2017
Q4 | $35K | Hold |
1,950
| – | – | 0.01% | 540 |
|
|
2017
Q3 | $33K | Hold |
1,950
| – | – | 0.01% | 499 |
|
|
2017
Q2 | $31K | Hold |
1,950
| – | – | 0.01% | 510 |
|
|
2017
Q1 | $31K | Hold |
1,950
| – | – | 0.01% | 488 |
|
|
2016
Q4 | $29K | Hold |
1,950
| – | – | 0.01% | 478 |
|
|
2016
Q3 | $28K | Hold |
1,950
| – | – | 0.01% | 377 |
|
|
2016
Q2 | $27K | Hold |
1,950
| – | – | 0.01% | 370 |
|
|
2016
Q1 | $26K | Hold |
1,950
| – | – | 0.01% | 220 |
|
|
2015
Q4 | $26K | Hold |
1,950
| – | – | 0.01% | 226 |
|
|
2015
Q3 | $26K | Hold |
1,950
| – | – | 0.02% | 216 |
|
|
2015
Q2 | $28K | Hold |
1,950
| – | – | 0.02% | 202 |
|
|
2015
Q1 | $29K | Hold |
1,950
| – | – | 0.02% | 199 |
|
|
2014
Q4 | $26K | Buy |
+1,950
| New | +$26K | 0.02% | 191 |
|