LDFR
Lehman & Derafelo Financial Resources’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-248
| Closed | -$15K | – | 171 |
|
|
2022
Q3 | $15K | Hold |
248
| – | – | ﹤0.01% | 154 |
|
|
2022
Q2 | $16K | Buy |
+248
| New | +$16K | ﹤0.01% | 159 |
|
|
2021
Q4 | – | Sell |
-248
| Closed | -$19K | – | 170 |
|
|
2021
Q3 | $19K | Hold |
248
| – | – | 0.01% | 156 |
|
|
2021
Q2 | $19K | Sell |
248
-169
| -41% | -$12.9K | 0.01% | 182 |
|
|
2021
Q1 | $31K | Hold |
417
| – | – | 0.01% | 164 |
|
|
2020
Q4 | $28K | Hold |
417
| – | – | 0.01% | 165 |
|
|
2020
Q3 | $23K | Sell |
417
-174
| -29% | -$9.6K | 0.01% | 157 |
|
|
2020
Q2 | $31K | Hold |
591
| – | – | 0.01% | 140 |
|
|
2020
Q1 | $25K | Sell |
591
-20
| -3% | -$846 | 0.01% | 132 |
|
|
2019
Q4 | $37K | Hold |
611
| – | – | 0.01% | 140 |
|
|
2019
Q3 | $35K | Sell |
611
-96
| -14% | -$5.5K | 0.01% | 131 |
|
|
2019
Q2 | $41K | Sell |
707
-3
| -0.4% | -$174 | 0.02% | 127 |
|
|
2019
Q1 | $39K | Hold |
710
| – | – | 0.02% | 132 |
|
|
2018
Q4 | $34K | Buy |
+710
| New | +$34K | 0.02% | 126 |
|