Personal Capital Advisors’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
Q4 | $234K | Buy |
10,716
+183
| +2% | +$4K | ﹤0.01% | 429 |
|
|
2022
Q3 | $213K | Sell |
10,533
-459
| -4% | -$9.28K | ﹤0.01% | 424 |
|
|
2022
Q2 | $230K | Sell |
10,992
-2,433
| -18% | -$50.9K | ﹤0.01% | 404 |
|
|
2022
Q1 | $339K | Sell |
13,425
-1,974
| -13% | -$49.8K | ﹤0.01% | 364 |
|
|
2021
Q4 | $413K | Buy |
15,399
+5,091
| +49% | +$137K | ﹤0.01% | 370 |
|
|
2021
Q3 | $263K | Sell |
10,308
-1,248
| -11% | -$31.8K | ﹤0.01% | 428 |
|
|
2021
Q2 | $301K | Buy |
11,556
+1,341
| +13% | +$34.9K | ﹤0.01% | 392 |
|
|
2021
Q1 | $253K | Sell |
10,215
-2,895
| -22% | -$71.7K | ﹤0.01% | 422 |
|
|
2020
Q4 | $298K | Buy |
+13,110
| New | +$298K | ﹤0.01% | 382 |
|
|
2020
Q2 | – | Sell |
-18,567
| Closed | -$235K | – | 372 |
|
|
2020
Q1 | $235K | Buy |
18,567
+2,220
| +14% | +$28.1K | ﹤0.01% | 312 |
|
|
2019
Q4 | $328K | Buy |
16,347
+5,127
| +46% | +$103K | ﹤0.01% | 314 |
|
|
2019
Q3 | $211K | Sell |
11,220
-180
| -2% | -$3.39K | ﹤0.01% | 346 |
|
|
2019
Q2 | $217K | Buy |
+11,400
| New | +$217K | ﹤0.01% | 305 |
|