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Paracle Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.99M | Sell |
40,217
-1,929
| -5% | -$144K | 0.54% | 29 |
|
|
2020
Q4 | $2.87M | Sell |
42,146
-165
| -0.4% | -$11.2K | 0.55% | 29 |
|
|
2020
Q3 | $2.35M | Hold |
42,311
| – | – | 0.51% | 30 |
|
|
2020
Q2 | $2.23M | Sell |
42,311
-1,854
| -4% | -$97.5K | 0.52% | 31 |
|
|
2020
Q1 | $1.86M | Buy |
+44,165
| New | +$1.86M | 0.5% | 36 |
|
|
2019
Q4 | – | Sell |
-4,630
| Closed | -$261K | – | 60 |
|
|
2019
Q3 | $261K | Sell |
4,630
-238
| -5% | -$13.4K | 0.06% | 61 |
|
|
2019
Q2 | $277K | Hold |
4,868
| – | – | 0.07% | 56 |
|
|
2019
Q1 | $269K | Sell |
4,868
-270
| -5% | -$14.9K | 0.07% | 54 |
|
|
2018
Q4 | $246K | Buy |
+5,138
| New | +$246K | 0.07% | 54 |
|