Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $306K | Sell |
11,985
-1,149
| -9% | -$29.3K | 0.12% | 106 |
|
|
2021
Q2 | $343K | Sell |
13,134
-768
| -6% | -$20.1K | 0.14% | 92 |
|
|
2021
Q1 | $345K | Hold |
13,902
| – | – | 0.14% | 92 |
|
|
2020
Q4 | $316K | Sell |
13,902
-3,384
| -20% | -$76.9K | 0.14% | 91 |
|
|
2020
Q3 | $320K | Buy |
17,286
+3
| +0% | +$56 | 0.16% | 89 |
|
|
2020
Q2 | $303K | Hold |
17,283
| – | – | 0.17% | 87 |
|
|
2020
Q1 | $243K | Buy |
17,283
+2,013
| +13% | +$28.3K | 0.17% | 88 |
|
|
2019
Q4 | $306K | Sell |
15,270
-501
| -3% | -$10K | 0.17% | 91 |
|
|
2019
Q3 | $297K | Buy |
15,771
+1,584
| +11% | +$29.8K | 0.19% | 86 |
|
|
2019
Q2 | $270K | Buy |
14,187
+651
| +5% | +$12.4K | 0.16% | 97 |
|
|
2019
Q1 | $250K | Hold |
13,536
| – | – | 0.15% | 103 |
|
|
2018
Q4 | $216K | Buy |
+13,536
| New | +$216K | 0.15% | 101 |
|