RWA
Redmont Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,000
| Closed | -$328K | – | 104 |
|
|
2022
Q4 | $328K | Hold |
5,000
| – | – | 0.38% | 70 |
|
|
2022
Q3 | $303K | Hold |
5,000
| – | – | 0.39% | 64 |
|
|
2022
Q2 | $314K | Hold |
5,000
| – | – | 0.38% | 63 |
|
|
2022
Q1 | $379K | Hold |
5,000
| – | – | 0.4% | 59 |
|
|
2021
Q4 | $402K | Buy |
+5,000
| New | +$402K | 0.43% | 50 |
|