Silicon Valley Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-753
| Closed | -$20.9K | – | 326 |
|
|
2024
Q3 | $20.9K | Buy |
753
+6
| +0.8% | +$166 | ﹤0.01% | 188 |
|
|
2024
Q2 | $19.4K | Hold |
747
| – | – | ﹤0.01% | 192 |
|
|
2024
Q1 | $20.3K | Hold |
747
| – | – | ﹤0.01% | 178 |
|
|
2023
Q4 | $18.7K | Buy |
747
+6
| +0.8% | +$150 | ﹤0.01% | 191 |
|
|
2023
Q3 | $16.7K | Hold |
741
| – | – | ﹤0.01% | 151 |
|
|
2023
Q2 | $17.5K | Buy |
741
+6
| +0.8% | +$142 | ﹤0.01% | 152 |
|
|
2023
Q1 | $16.7K | Hold |
735
| – | – | ﹤0.01% | 144 |
|
|
2022
Q4 | $16K | Buy |
+735
| New | +$16K | ﹤0.01% | 129 |
|