IDA
Intelligence Driven Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-41,400
| Closed | -$2.18M | – | 101 |
|
|
2020
Q2 | $2.18M | Sell |
41,400
-16,289
| -28% | -$857K | 0.77% | 31 |
|
|
2020
Q1 | $2.43M | Sell |
57,689
-8,122
| -12% | -$342K | 1.13% | 22 |
|
|
2019
Q4 | $3.96M | Sell |
65,811
-4,169
| -6% | -$251K | 1.8% | 16 |
|
|
2019
Q3 | $3.96M | Sell |
69,980
-35,110
| -33% | -$1.99M | 1.87% | 14 |
|
|
2019
Q2 | $6M | Sell |
105,090
-12,752
| -11% | -$728K | 2.85% | 12 |
|
|
2019
Q1 | $6.53M | Sell |
117,842
-9,808
| -8% | -$543K | 3.57% | 9 |
|
|
2018
Q4 | $6.12M | Buy |
+127,650
| New | +$6.12M | 3.87% | 6 |
|