ICA Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-600
| Closed | -$16.3K | – | 1224 |
|
|
2024
Q1 | $16.3K | Hold |
600
| – | – | ﹤0.01% | 795 |
|
|
2023
Q4 | $15.1K | Buy |
+600
| New | +$15.1K | ﹤0.01% | 795 |
|
|
2023
Q3 | – | Sell |
-600
| Closed | -$14.2K | – | 1028 |
|
|
2023
Q2 | $14.2K | Hold |
600
| – | – | ﹤0.01% | 774 |
|
|
2023
Q1 | $13.6K | Sell |
600
-450
| -43% | -$10.2K | ﹤0.01% | 749 |
|
|
2022
Q4 | $23K | Buy |
+1,050
| New | +$23K | 0.01% | 664 |
|