Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $583K | Buy |
36,933
+4,521
| +14% | +$71.4K | 0.2% | 124 |
|
|
2016
Q4 | $488K | Buy |
32,412
+13,629
| +73% | +$205K | 0.18% | 133 |
|
|
2016
Q3 | $272K | Buy |
18,783
+1,665
| +10% | +$24.1K | 0.1% | 171 |
|
|
2016
Q2 | $240K | Buy |
17,118
+9,669
| +130% | +$136K | 0.09% | 192 |
|
|
2016
Q1 | $101K | Buy |
7,449
+5,589
| +300% | +$75.8K | 0.04% | 283 |
|
|
2015
Q4 | $25K | Buy |
1,860
+3
| +0.2% | +$40 | 0.01% | 537 |
|
|
2015
Q3 | $24K | Buy |
1,857
+138
| +8% | +$1.78K | 0.01% | 531 |
|
|
2015
Q2 | $24K | Buy |
1,719
+720
| +72% | +$10.1K | 0.01% | 557 |
|
|
2015
Q1 | $14K | Buy |
+999
| New | +$14K | 0.01% | 683 |
|