InterOcean Capital Group’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
Q1 | $1.27M | Sell |
46,644
-1,095
| -2% | -$29.7K | 0.03% | 181 |
|
|
2023
Q4 | $1.2M | Sell |
47,739
-405
| -0.8% | -$10.2K | 0.03% | 178 |
|
|
2023
Q3 | $1.09M | Sell |
48,144
-2,181
| -4% | -$49.2K | 0.03% | 176 |
|
|
2023
Q2 | $1.19M | Sell |
50,325
-7,836
| -13% | -$186K | 0.04% | 161 |
|
|
2023
Q1 | $1.32M | Sell |
58,161
-303
| -0.5% | -$6.85K | 0.04% | 154 |
|
|
2022
Q4 | $1.28M | Sell |
58,464
-9,906
| -14% | -$217K | 0.05% | 154 |
|
|
2022
Q3 | $1.38M | Sell |
68,370
-4,908
| -7% | -$99K | 0.06% | 136 |
|
|
2022
Q2 | $1.53M | Buy |
+73,278
| New | +$1.53M | 0.06% | 126 |
|