HC Financial Advisors’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
Q2 | $40K | Buy |
1,914
+6
| +0.3% | +$125 | 0.03% | 139 |
|
|
2022
Q1 | $48K | Buy |
1,908
+3
| +0.2% | +$75 | 0.03% | 134 |
|
|
2021
Q4 | $51K | Buy |
1,905
+969
| +104% | +$25.9K | 0.03% | 140 |
|
|
2021
Q3 | $24K | Buy |
936
+3
| +0.3% | +$77 | 0.01% | 180 |
|
|
2021
Q2 | $24K | Sell |
933
-882
| -49% | -$22.7K | 0.01% | 175 |
|
|
2021
Q1 | $45K | Buy |
1,815
+6
| +0.3% | +$149 | 0.03% | 137 |
|
|
2020
Q4 | $41K | Buy |
1,809
+6
| +0.3% | +$136 | 0.03% | 153 |
|
|
2020
Q3 | $33K | Buy |
1,803
+6
| +0.3% | +$110 | 0.02% | 148 |
|
|
2020
Q2 | $32K | Sell |
1,797
-2,400
| -57% | -$42.7K | 0.03% | 142 |
|
|
2020
Q1 | $59K | Buy |
+4,197
| New | +$59K | 0.05% | 97 |
|