Newbridge Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-693
| Closed | -$18K | – | 1526 |
|
|
2021
Q3 | $18K | Hold |
693
| – | – | 0.01% | 697 |
|
|
2021
Q2 | $18K | Buy |
693
+3
| +0.4% | +$78 | 0.01% | 808 |
|
|
2021
Q1 | $17K | Hold |
690
| – | – | 0.01% | 737 |
|
|
2020
Q4 | $16K | Buy |
690
+3
| +0.4% | +$70 | 0.01% | 599 |
|
|
2020
Q3 | $13K | Buy |
+687
| New | +$13K | 0.01% | 615 |
|