Professional Financial 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 | – | Sell |
-669
| Closed | -$14K | – | 374 |
|
|
2022
Q3 | $14K | Hold |
669
| – | – | 0.01% | 264 |
|
|
2022
Q2 | $14K | Sell |
669
-408
| -38% | -$8.54K | 0.01% | 269 |
|
|
2022
Q1 | $27K | Sell |
1,077
-132
| -11% | -$3.31K | 0.01% | 210 |
|
|
2021
Q4 | $32K | Hold |
1,209
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $31K | Hold |
1,209
| – | – | 0.02% | 175 |
|
|
2021
Q2 | $32K | Buy |
1,209
+3
| +0.2% | +$79 | 0.02% | 177 |
|
|
2021
Q1 | $30K | Sell |
1,206
-822
| -41% | -$20.4K | 0.02% | 162 |
|
|
2020
Q4 | $46K | Sell |
2,028
-123
| -6% | -$2.79K | 0.04% | 130 |
|
|
2020
Q3 | $40K | Buy |
+2,151
| New | +$40K | 0.04% | 127 |
|