Nikulski Financial’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
Q2 | – | Sell |
-8,955
| Closed | -$222K | – | 126 |
|
|
2021
Q1 | $222K | Hold |
8,955
| – | – | 0.11% | 113 |
|
|
2020
Q4 | $204K | Buy |
+8,955
| New | +$204K | 0.11% | 109 |
|
|
2020
Q1 | – | Sell |
-14,010
| Closed | -$282K | – | 106 |
|
|
2019
Q4 | $282K | Hold |
14,010
| – | – | 0.2% | 75 |
|
|
2019
Q3 | $262K | Hold |
14,010
| – | – | 0.22% | 74 |
|
|
2019
Q2 | $269K | Hold |
14,010
| – | – | 0.23% | 70 |
|
|
2019
Q1 | $259K | Hold |
14,010
| – | – | 0.25% | 64 |
|
|
2018
Q4 | $224K | Sell |
14,010
-2,100
| -13% | -$33.6K | 0.24% | 65 |
|
|
2018
Q3 | $283K | Buy |
16,110
+2,100
| +15% | +$36.9K | 0.26% | 58 |
|
|
2018
Q2 | $256K | Hold |
14,010
| – | – | 0.24% | 63 |
|
|
2018
Q1 | $247K | Buy |
+14,010
| New | +$247K | 0.25% | 66 |
|