Lowell Blake & Associates’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 | $271K | Hold |
12,003
| – | – | 0.08% | 52 |
|
|
2023
Q2 | $284K | Hold |
12,003
| – | – | 0.08% | 51 |
|
|
2023
Q1 | $271K | Hold |
12,003
| – | – | 0.08% | 52 |
|
|
2022
Q4 | $263K | Hold |
12,003
| – | – | 0.09% | 52 |
|
|
2022
Q3 | $242K | Hold |
12,003
| – | – | 0.09% | 51 |
|
|
2022
Q2 | $251K | Hold |
12,003
| – | – | 0.1% | 49 |
|
|
2022
Q1 | $304K | Hold |
12,003
| – | – | 0.11% | 48 |
|
|
2021
Q4 | $322K | Buy |
12,003
+72
| +0.6% | +$1.93K | 0.13% | 49 |
|
|
2021
Q3 | $305K | Hold |
11,931
| – | – | 0.14% | 49 |
|
|
2021
Q2 | $311K | Buy |
+11,931
| New | +$311K | 0.14% | 49 |
|