Orser Capital Management’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
2022
Q2
Sell
-11,238
Closed -$284K 69
2022
Q1
$284K Buy
11,238
+3,582
+47% +$90.5K 0.17% 74
2021
Q4
$205K Sell
7,656
-3,834
-33% -$103K 0.1% 93
2021
Q3
$294K Hold
11,490
0.16% 77
2021
Q2
$300K Buy
+11,490
New +$300K 0.15% 86