Horan Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-375
| Closed | -$8.88K | – | 544 |
|
|
2023
Q2 | $8.88K | Hold |
375
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $8.48K | Hold |
375
| – | – | ﹤0.01% | 411 |
|
|
2022
Q4 | $8.2K | Hold |
375
| – | – | ﹤0.01% | 395 |
|
|
2022
Q3 | $8K | Hold |
375
| – | – | ﹤0.01% | 370 |
|
|
2022
Q2 | $8K | Hold |
375
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $9K | Hold |
375
| – | – | 0.01% | 332 |
|
|
2021
Q4 | $10K | Buy |
+375
| New | +$10K | 0.01% | 331 |
|
|
2019
Q3 | – | Sell |
-651
| Closed | -$12K | – | 293 |
|
|
2019
Q2 | $12K | Buy |
+651
| New | +$12K | 0.01% | 159 |
|