Leo H. Evart Inc’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 | $1.93M | Sell |
85,692
-1,869
| -2% | -$42.2K | 2.97% | 13 |
|
|
2023
Q2 | $2.07M | Sell |
87,561
-1,722
| -2% | -$40.8K | 2.88% | 13 |
|
|
2023
Q1 | $2.02M | Sell |
89,283
-6,210
| -7% | -$140K | 2.95% | 12 |
|
|
2022
Q4 | $2.09M | Buy |
95,493
+183
| +0.2% | +$4K | 3.16% | 12 |
|
|
2022
Q3 | $1.92M | Sell |
95,310
-471
| -0.5% | -$9.5K | 2.93% | 12 |
|
|
2022
Q2 | $2M | Sell |
95,781
-15,345
| -14% | -$321K | 2.43% | 13 |
|
|
2022
Q1 | $2.81M | Sell |
111,126
-1,617
| -1% | -$40.9K | 2.9% | 12 |
|
|
2021
Q4 | $3.02M | Buy |
+112,743
| New | +$3.02M | 2.94% | 12 |
|