Focused Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-69
| Closed | -$2K | – | 997 |
|
|
2022
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 763 |
|
|
2021
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 787 |
|
|
2021
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $2K | Hold |
69
| – | – | ﹤0.01% | 762 |
|
|
2021
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 746 |
|
|
2020
Q4 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 705 |
|