Graves Light Lenhart Wealth’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
Q3 | – | Sell |
-4,224
| Closed | -$88K | – | 515 |
|
|
2022
Q2 | $88K | Buy |
4,224
+18
| +0.4% | +$375 | 0.01% | 247 |
|
|
2022
Q1 | $106K | Buy |
4,206
+15
| +0.4% | +$378 | 0.01% | 253 |
|
|
2021
Q4 | $112K | Buy |
4,191
+15
| +0.4% | +$401 | 0.02% | 275 |
|
|
2021
Q3 | $107K | Buy |
4,176
+15
| +0.4% | +$384 | 0.02% | 262 |
|
|
2021
Q2 | $109K | Buy |
4,161
+9
| +0.2% | +$236 | 0.02% | 262 |
|
|
2021
Q1 | $103K | Buy |
4,152
+9
| +0.2% | +$223 | 0.02% | 271 |
|
|
2020
Q4 | $94K | Buy |
+4,143
| New | +$94K | 0.02% | 275 |
|