RegentAtlantic Capital’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
Q3
$1.63M Buy
80,832
+51,252
+173% +$1.03M 0.05% 232
2022
Q2
$619K Buy
29,580
+6,000
+25% +$126K 0.02% 391
2022
Q1
$596K Buy
+23,580
New +$596K 0.02% 419