Founders Capital Management (Texas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18
| Closed | -$433 | – | 423 |
|
|
2023
Q2 | $433 | Hold |
18
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 406 |
|
|
2022
Q4 | $0 | Sell |
18
-18
| -50% | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $1K | Sell |
36
-600
| -94% | -$16.7K | ﹤0.01% | 378 |
|
|
2022
Q2 | $13K | Buy |
636
+618
| +3,433% | +$12.6K | 0.01% | 284 |
|
|
2022
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 323 |
|