OWM
Opes Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,227
| Closed | -$737K | – | 116 |
|
|
2022
Q4 | $737K | Buy |
+11,227
| New | +$737K | 0.27% | 56 |
|
|
2019
Q4 | – | Sell |
-10,666
| Closed | -$603K | – | 51 |
|
|
2019
Q3 | $603K | Sell |
10,666
-1,680
| -14% | -$95K | 0.4% | 31 |
|
|
2019
Q2 | $705K | Sell |
12,346
-906
| -7% | -$51.7K | 0.48% | 31 |
|
|
2019
Q1 | $734K | Buy |
+13,252
| New | +$734K | 0.54% | 25 |
|