Gupta Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$311K Buy
23,016
+9,705
+73% +$131K 0.07% 188
2015
Q4
$178K Sell
13,311
-116,088
-90% -$1.55M 0.05% 261
2015
Q3
$1.68M Buy
129,399
+33,501
+35% +$435K 0.41% 58
2015
Q2
$1.36M Buy
+95,898
New +$1.36M 0.33% 68