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Princeton Portfolio Strategies Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Princeton Portfolio Strategies Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,236
Closed -$295K – 179
2017
Q1 		$295K Buy
6,236
+18
+0.3% +$852 0.09% 140
2016
Q4 		$281K Buy
6,218
+159
+3% +$7.19K 0.09% 132
2016
Q3 		$264K Buy
+6,059
New +$264K 0.08% 129