SWA
SFMG Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-562,847
| Closed | -$33.9M | – | 173 |
|
|
2019
Q4 | $33.9M | Sell |
562,847
-12,394
| -2% | -$745K | 4.14% | 7 |
|
|
2019
Q3 | $32.5M | Sell |
575,241
-30,674
| -5% | -$1.73M | 4.4% | 9 |
|
|
2019
Q2 | $35.4M | Sell |
605,915
-18,775
| -3% | -$1.1M | 4.8% | 8 |
|
|
2019
Q1 | $34.6M | Buy |
+624,690
| New | +$34.6M | 5% | 7 |
|