LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8K | Hold |
414
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $7K | Sell |
414
-483
| -54% | -$8.17K | ﹤0.01% | 452 |
|
|
2020
Q1 | $13K | Buy |
897
+87
| +11% | +$1.26K | 0.01% | 370 |
|
|
2019
Q4 | $16K | Buy |
810
+3
| +0.4% | +$59 | 0.01% | 372 |
|
|
2019
Q3 | $15K | Buy |
807
+6
| +0.7% | +$112 | 0.01% | 378 |
|
|
2019
Q2 | $15K | Buy |
801
+42
| +6% | +$787 | 0.01% | 372 |
|
|
2019
Q1 | $14K | Buy |
759
+135
| +22% | +$2.49K | 0.01% | 379 |
|
|
2018
Q4 | $10K | Buy |
624
+15
| +2% | +$240 | 0.01% | 388 |
|
|
2018
Q3 | $12K | Buy |
+609
| New | +$12K | 0.01% | 374 |
|