MWM
SCHM icon

Marietta Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Marietta Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-19,140
Closed -$353K – 114
2019
Q1 		$353K Sell
19,140
-21,249
-53% -$380K 0.15% 101
2018
Q4 		$645K Buy
40,389
+23,775
+143% +$415K 0.31% 80
2018
Q3 		$320K Sell
16,614
-255
-2% -$4.86K 0.14% 113
2018
Q2 		$309K Buy
16,869
+4,212
+33% +$76.2K 0.15% 111
2018
Q1 		$223K Buy
+12,657
New +$227K 0.12% 113
2017
Q2 		– Sell
-12,726
Closed -$201K – 117
2017
Q1 		$201K Buy
+12,726
New +$198K 0.13% 108

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