MidWestOne Financial Group’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
2020
Q1
Sell
-23,883
Closed -$478K 223
2019
Q4
$478K Sell
23,883
-5,814
-20% -$116K 0.1% 155
2019
Q3
$560K Hold
29,697
0.17% 129
2019
Q2
$565K Buy
+29,697
New +$565K 0.16% 152