Gables Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-345
| Closed | -$9.36K | – | 408 |
|
|
2024
Q1 | $9.36K | Sell |
345
-831
| -71% | -$22.6K | 0.01% | 329 |
|
|
2023
Q4 | $29.5K | Hold |
1,176
| – | – | 0.02% | 231 |
|
|
2023
Q3 | $26.5K | Hold |
1,176
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $27.8K | Hold |
1,176
| – | – | 0.02% | 232 |
|
|
2023
Q1 | $26.6K | Hold |
1,176
| – | – | 0.02% | 233 |
|
|
2022
Q4 | $25.7K | Hold |
1,176
| – | – | 0.02% | 233 |
|
|
2022
Q3 | $24K | Hold |
1,176
| – | – | 0.02% | 234 |
|
|
2022
Q2 | $25K | Hold |
1,176
| – | – | 0.02% | 245 |
|
|
2022
Q1 | $30K | Hold |
1,176
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $32K | Hold |
1,176
| – | – | 0.02% | 236 |
|
|
2021
Q3 | $30K | Hold |
1,176
| – | – | 0.02% | 238 |
|
|
2021
Q2 | $31K | Hold |
1,176
| – | – | 0.02% | 238 |
|
|
2021
Q1 | $29K | Hold |
1,176
| – | – | 0.02% | 261 |
|
|
2020
Q4 | $27K | Hold |
1,176
| – | – | 0.02% | 254 |
|
|
2020
Q3 | $22K | Hold |
1,176
| – | – | 0.01% | 261 |
|
|
2020
Q2 | $21K | Buy |
1,176
+345
| +42% | +$6.16K | 0.01% | 249 |
|
|
2020
Q1 | $12K | Buy |
+831
| New | +$12K | 0.01% | 288 |
|