MONECO Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MONECO Advisors’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
2023 Q3	–	Sell	-9,393	Closed	-$222K	–	348
2023 Q2	$222K	Sell	9,393 -588	-6%	-$13.3K	0.06%	303
2023 Q1	$226K	Sell	9,981 -1,737	-15%	-$40K	0.07%	291
2022 Q4	$256K	Buy	+11,718	New	+$257K	0.09%	213
2022 Q3	–	Sell	-12,297	Closed	-$257K	–	257
2022 Q2	$257K	Buy	12,297 +33	+0.3%	+$761	0.1%	203
2022 Q1	$310K	Buy	12,264 +15	+0.1%	+$376	0.11%	179
2021 Q4	$303K	Sell	12,249 -4,611	-27%	-$123K	0.11%	181
2021 Q3	$431K	Sell	16,860 -5,253	-24%	-$137K	0.17%	133
2021 Q2	$577K	Sell	22,113 -3,063	-12%	-$79.1K	0.27%	90
2021 Q1	$625K	Buy	+25,176	New	+$611K	0.3%	84

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