IWS
Insight Wealth Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-19,089
| Closed | -$268K | – | 178 |
|
|
2020
Q1 | $268K | Sell |
19,089
-680,322
| -97% | -$9.55M | 0.07% | 123 |
|
|
2019
Q4 | $14M | Buy |
699,411
+8,256
| +1% | +$166K | 2.97% | 10 |
|
|
2019
Q3 | $13M | Buy |
691,155
+39,816
| +6% | +$750K | 3.06% | 11 |
|
|
2019
Q2 | $12.4M | Buy |
651,339
+357,816
| +122% | +$6.81M | 3.03% | 13 |
|
|
2019
Q1 | $5.42M | Buy |
293,523
+8,604
| +3% | +$159K | 1.51% | 17 |
|
|
2018
Q4 | $4.55M | Buy |
+284,919
| New | +$4.55M | 1.39% | 17 |
|