Rainsberger Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.67M | Sell |
305,526
-4,635
| -1% | -$116K | 4.19% | 5 |
|
|
2023
Q3 | $7M | Buy |
310,161
+3,834
| +1% | +$86.5K | 4.29% | 7 |
|
|
2023
Q2 | $7.25M | Sell |
306,327
-10,413
| -3% | -$247K | 4.38% | 5 |
|
|
2023
Q1 | $7.16M | Buy |
316,740
+2,688
| +0.9% | +$60.8K | 4.25% | 5 |
|
|
2022
Q4 | $6.87M | Sell |
314,052
-2,466
| -0.8% | -$53.9K | 4.37% | 5 |
|
|
2022
Q3 | $6.39M | Buy |
316,518
+1,470
| +0.5% | +$29.7K | 4.38% | 4 |
|
|
2022
Q2 | $6.59M | Sell |
315,048
-129
| -0% | -$2.7K | 4.82% | 5 |
|
|
2022
Q1 | $7.97M | Buy |
315,177
+2,043
| +0.7% | +$51.7K | 5.1% | 4 |
|
|
2021
Q4 | $8.4M | Buy |
+313,134
| New | +$8.4M | 4.93% | 4 |
|