Rehmann Capital Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-822
| Closed | -$15.6K | – | 2037 |
|
2019
Q2 | $15.6K | Buy |
822
+531
| +182% | +$10.1K | ﹤0.01% | 1212 |
|
2019
Q1 | $5.37K | Buy |
+291
| New | +$5.37K | ﹤0.01% | 1516 |
|
2018
Q4 | – | Sell |
-291
| Closed | -$5.61K | – | 2070 |
|
2018
Q3 | $5.61K | Sell |
291
-3,564
| -92% | -$68.7K | ﹤0.01% | 1532 |
|
2018
Q2 | $70.5K | Buy |
+3,855
| New | +$70.5K | 0.01% | 670 |
|