Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,646
| Closed | -$904K | – | 507 |
|
|
2024
Q3 | $904K | Buy |
32,646
+3,339
| +11% | +$92.5K | 0.06% | 256 |
|
|
2024
Q2 | $760K | Buy |
29,307
+2,793
| +11% | +$72.5K | 0.05% | 296 |
|
|
2024
Q1 | $720K | Buy |
26,514
+7,902
| +42% | +$214K | 0.05% | 295 |
|
|
2023
Q4 | $467K | Buy |
18,612
+3,819
| +26% | +$95.9K | 0.04% | 337 |
|
|
2023
Q3 | $334K | Buy |
14,793
+4,857
| +49% | +$110K | 0.03% | 370 |
|
|
2023
Q2 | $235K | Buy |
+9,936
| New | +$235K | 0.02% | 455 |
|
|
2013
Q3 | – | Sell |
-16,212
| Closed | -$173K | – | 947 |
|
|
2013
Q2 | $173K | Buy |
+16,212
| New | +$173K | 0.1% | 165 |
|