Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,566
| Closed | -$40.6K | – | 490 |
|
|
2024
Q2 | $40.6K | Hold |
1,566
| – | – | 0.01% | 211 |
|
|
2024
Q1 | $42.5K | Hold |
1,566
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $39.3K | Hold |
1,566
| – | – | 0.01% | 205 |
|
|
2023
Q3 | $35.3K | Hold |
1,566
| – | – | 0.01% | 218 |
|
|
2023
Q2 | $37.8K | Hold |
1,566
| – | – | 0.01% | 213 |
|
|
2023
Q1 | $35.2K | Hold |
1,566
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $34.2K | Buy |
+1,566
| New | +$34.2K | 0.01% | 278 |
|