HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $7.02M | Sell |
380,130
-47,031
| -11% | -$868K | 0.11% | 119 |
|
|
2018
Q4 | $6.83M | Buy |
427,161
+256,044
| +150% | +$4.09M | 0.12% | 108 |
|
|
2018
Q3 | $3.3M | Buy |
171,117
+20,328
| +13% | +$392K | 0.05% | 227 |
|
|
2018
Q2 | $2.76M | Buy |
150,789
+28,725
| +24% | +$526K | 0.05% | 240 |
|
|
2018
Q1 | $2.15M | Buy |
122,064
+45,951
| +60% | +$810K | 0.04% | 245 |
|
|
2017
Q4 | $1.35M | Buy |
76,113
+30,627
| +67% | +$544K | 0.03% | 266 |
|
|
2017
Q3 | $760K | Buy |
45,486
+25,998
| +133% | +$434K | 0.01% | 408 |
|
|
2017
Q2 | $313K | Buy |
+19,488
| New | +$313K | 0.01% | 575 |
|