Joel Isaacson & Co’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 | – | Sell |
-2,400
| Closed | -$36K | – | 464 |
|
|
2016
Q4 | $36K | Hold |
2,400
| – | – | 0.01% | 352 |
|
|
2016
Q3 | $35K | Hold |
2,400
| – | – | 0.01% | 384 |
|
|
2016
Q2 | $34K | Hold |
2,400
| – | – | 0.01% | 385 |
|
|
2016
Q1 | $32K | Hold |
2,400
| – | – | 0.01% | 407 |
|
|
2015
Q4 | $32K | Buy |
2,400
+1,803
| +302% | +$24K | 0.01% | 397 |
|
|
2015
Q3 | $8K | Buy |
+597
| New | +$8K | ﹤0.01% | 599 |
|