Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37,047
| Closed | -$877K | – | 353 |
|
|
2023
Q2 | $877K | Buy |
37,047
+24
| +0.1% | +$568 | 0.17% | 133 |
|
|
2023
Q1 | $837K | Sell |
37,023
-3,252
| -8% | -$73.5K | 0.17% | 142 |
|
|
2022
Q4 | $881K | Buy |
40,275
+213
| +0.5% | +$4.66K | 0.19% | 136 |
|
|
2022
Q3 | $808K | Sell |
40,062
-2,007
| -5% | -$40.5K | 0.19% | 129 |
|
|
2022
Q2 | $880K | Sell |
42,069
-5,646
| -12% | -$118K | 0.18% | 133 |
|
|
2022
Q1 | $1.21M | Sell |
47,715
-15,474
| -24% | -$391K | 0.2% | 122 |
|
|
2021
Q4 | $1.69M | Buy |
+63,189
| New | +$1.69M | 0.27% | 101 |
|
|
2021
Q1 | – | Sell |
-67,959
| Closed | -$1.54M | – | 338 |
|
|
2020
Q4 | $1.54M | Buy |
+67,959
| New | +$1.54M | 0.33% | 87 |
|