Ritholtz Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,826
| Closed | -$209K | – | 740 |
|
|
2023
Q2 | $209K | Buy |
+8,826
| New | +$209K | 0.01% | 616 |
|
|
2020
Q1 | – | Sell |
-10,608
| Closed | -$213K | – | 194 |
|
|
2019
Q4 | $213K | Sell |
10,608
-420
| -4% | -$8.43K | 0.03% | 134 |
|
|
2019
Q3 | $208K | Buy |
+11,028
| New | +$208K | 0.03% | 124 |
|