HHRDM
H&H Retirement Design & Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,011
| Closed | -$561K | – | 84 |
|
|
2022
Q4 | $561K | Sell |
8,011
-494
| -6% | -$34.6K | 0.47% | 38 |
|
|
2022
Q3 | $519K | Buy |
8,505
+561
| +7% | +$34.2K | 0.49% | 37 |
|
|
2022
Q2 | $545K | Buy |
7,944
+4,600
| +138% | +$316K | 0.4% | 43 |
|
|
2022
Q1 | $249K | Sell |
3,344
-48
| -1% | -$3.57K | 0.17% | 50 |
|
|
2021
Q4 | $255K | Buy |
+3,392
| New | +$255K | 0.16% | 62 |
|