Resource Management’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
2021
Q4
$62.7M Buy
2,338,830
+47,250
+2% +$1.27M 6.47% 4
2021
Q3
$58.6M Buy
2,291,580
+77,502
+4% +$1.98M 6.69% 4
2021
Q2
$57.8M Buy
2,214,078
+128,325
+6% +$3.35M 6.61% 4
2021
Q1
$51.7M Buy
2,085,753
+120,321
+6% +$2.99M 6.23% 4
2020
Q4
$44.7M Buy
1,965,432
+170,127
+9% +$3.87M 6.1% 3
2020
Q3
$33.2M Buy
1,795,305
+73,338
+4% +$1.36M 5.41% 4
2020
Q2
$30.2M Buy
1,721,967
+748,452
+77% +$13.1M 5.23% 3
2020
Q1
$13.7M Buy
973,515
+756,348
+348% +$10.6M 2.89% 6
2019
Q4
$4.35M Buy
217,167
+112,095
+107% +$2.25M 0.7% 21
2019
Q3
$1.98M Buy
+105,072
New +$1.98M 0.35% 26