Integrated Investment Consultants’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
Q2 | – | Sell |
-38,700
| Closed | -$544K | – | 175 |
|
|
2020
Q1 | $544K | Sell |
38,700
-15,000
| -28% | -$211K | 0.32% | 55 |
|
|
2019
Q4 | $1.08M | Hold |
53,700
| – | – | 0.45% | 44 |
|
|
2019
Q3 | $1.01M | Hold |
53,700
| – | – | 0.52% | 40 |
|
|
2019
Q2 | $1.02M | Hold |
53,700
| – | – | 0.52% | 38 |
|
|
2019
Q1 | $991K | Hold |
53,700
| – | – | 0.53% | 38 |
|
|
2018
Q4 | $858K | Buy |
+53,700
| New | +$858K | 0.46% | 38 |
|