Grove Bank & Trust’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 | – | Sell |
-3,030
| Closed | -$78.6K | – | 749 |
|
|
2024
Q2 | $78.6K | Hold |
3,030
| – | – | 0.01% | 302 |
|
|
2024
Q1 | $82.2K | Hold |
3,030
| – | – | 0.01% | 311 |
|
|
2023
Q4 | $76.1K | Hold |
3,030
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $68.4K | Hold |
3,030
| – | – | 0.01% | 327 |
|
|
2023
Q2 | $71.7K | Hold |
3,030
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $68.5K | Hold |
3,030
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $66K | Buy |
+3,030
| New | +$66K | 0.01% | 339 |
|