Lee Financial Group Hawaii’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lee Financial Group Hawaii’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-150,687	Closed	-$2.9M	–	34
2018 Q3	$2.9M	Sell	150,687 -3,981	-3%	-$75.8K	2.58%	14
2018 Q2	$2.83M	Buy	154,668 +984	+0.6%	+$17.8K	2.62%	16
2018 Q1	$2.71M	Sell	153,684 -3,114	-2%	-$55.9K	2.61%	13
2017 Q4	$2.78M	Buy	+156,798	New	+$2.71M	2.59%	13

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BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return