Horan Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-645
| Closed | -$12K | – | 242 |
|
|
2020
Q3 | $12K | Buy |
+645
| New | +$12K | 0.01% | 239 |
|
|
2020
Q1 | – | Sell |
-645
| Closed | -$13K | – | 220 |
|
|
2019
Q4 | $13K | Hold |
645
| – | – | 0.01% | 215 |
|
|
2019
Q3 | $12K | Buy |
+645
| New | +$12K | 0.01% | 225 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$6K | – | 214 |
|
|
2019
Q1 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 232 |
|