Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,377
| Closed | -$28K | – | 400 |
|
|
2022
Q3 | $28K | Hold |
1,377
| – | – | 0.02% | 179 |
|
|
2022
Q2 | $29K | Hold |
1,377
| – | – | 0.02% | 189 |
|
|
2022
Q1 | $35K | Hold |
1,377
| – | – | 0.02% | 201 |
|
|
2021
Q4 | $37K | Hold |
1,377
| – | – | 0.02% | 201 |
|
|
2021
Q3 | $35K | Hold |
1,377
| – | – | 0.02% | 199 |
|
|
2021
Q2 | $36K | Hold |
1,377
| – | – | 0.02% | 219 |
|
|
2021
Q1 | $34K | Hold |
1,377
| – | – | 0.02% | 195 |
|
|
2020
Q4 | $31K | Hold |
1,377
| – | – | 0.02% | 188 |
|
|
2020
Q3 | $25K | Hold |
1,377
| – | – | 0.02% | 179 |
|
|
2020
Q2 | $24K | Hold |
1,377
| – | – | 0.02% | 185 |
|
|
2020
Q1 | $19K | Sell |
1,377
-801
| -37% | -$11.1K | 0.01% | 182 |
|
|
2019
Q4 | $44K | Hold |
2,178
| – | – | 0.03% | 157 |
|
|
2019
Q3 | $41K | Hold |
2,178
| – | – | 0.03% | 159 |
|
|
2019
Q2 | $41K | Hold |
2,178
| – | – | 0.03% | 169 |
|
|
2019
Q1 | $40K | Hold |
2,178
| – | – | 0.03% | 163 |
|
|
2018
Q4 | $35K | Hold |
2,178
| – | – | 0.03% | 154 |
|
|
2018
Q3 | $42K | Hold |
2,178
| – | – | 0.03% | 181 |
|
|
2018
Q2 | $40K | Hold |
2,178
| – | – | 0.03% | 176 |
|
|
2018
Q1 | $38K | Hold |
2,178
| – | – | 0.03% | 180 |
|
|
2017
Q4 | $39K | Hold |
2,178
| – | – | 0.03% | 188 |
|
|
2017
Q3 | $36K | Buy |
+2,178
| New | +$36K | 0.02% | 198 |
|