MWM
Marietta Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,380
| Closed | -$353K | – | 114 |
|
|
2019
Q1 | $353K | Sell |
6,380
-7,083
| -53% | -$392K | 0.15% | 101 |
|
|
2018
Q4 | $645K | Buy |
13,463
+7,925
| +143% | +$380K | 0.31% | 80 |
|
|
2018
Q3 | $320K | Sell |
5,538
-85
| -2% | -$4.91K | 0.14% | 113 |
|
|
2018
Q2 | $309K | Buy |
5,623
+1,404
| +33% | +$77.2K | 0.15% | 111 |
|
|
2018
Q1 | $223K | Buy |
+4,219
| New | +$223K | 0.12% | 113 |
|
|
2017
Q2 | – | Sell |
-4,242
| Closed | -$201K | – | 117 |
|
|
2017
Q1 | $201K | Buy |
+4,242
| New | +$201K | 0.13% | 108 |
|