Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-519
| Closed | -$13K | – | 202 |
|
|
2023
Q4 | $13K | Buy |
+519
| New | +$13K | 0.01% | 146 |
|
|
2022
Q3 | $10.5K | Hold |
519
| – | – | 0.01% | 132 |
|
|
2022
Q2 | $11K | Hold |
519
| – | – | 0.01% | 132 |
|
|
2022
Q1 | $13K | Hold |
519
| – | – | 0.01% | 127 |
|
|
2021
Q4 | $14K | Buy |
+519
| New | +$14K | 0.01% | 122 |
|