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 |
|