Janiczek Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-117
| Closed | -$2.65K | – | 1167 |
|
|
2023
Q3 | $2.65K | Hold |
117
| – | – | ﹤0.01% | 798 |
|
|
2023
Q2 | $2.77K | Hold |
117
| – | – | ﹤0.01% | 730 |
|
|
2023
Q1 | $2.62K | Hold |
117
| – | – | ﹤0.01% | 740 |
|
|
2022
Q4 | $2.7K | Hold |
117
| – | – | ﹤0.01% | 733 |
|
|
2022
Q3 | $2K | Buy |
117
+24
| +26% | +$410 | ﹤0.01% | 782 |
|
|
2022
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 798 |
|
|
2022
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 791 |
|