Simplicity Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $14.8M | Buy |
590,736
+28,599
| +5% | +$718K | 0.41% | 42 |
|
|
2023
Q3 | $12.7M | Buy |
562,137
+60,717
| +12% | +$1.37M | 0.41% | 46 |
|
|
2023
Q2 | $11.9M | Buy |
501,420
+27,093
| +6% | +$641K | 0.32% | 58 |
|
|
2023
Q1 | $10.7M | Buy |
+474,327
| New | +$10.7M | 0.28% | 70 |
|
|
2019
Q2 | – | Sell |
-43,008
| Closed | -$794K | – | 833 |
|
|
2019
Q1 | $794K | Buy |
43,008
+23,799
| +124% | +$439K | 0.05% | 293 |
|
|
2018
Q4 | $307K | Buy |
+19,209
| New | +$307K | 0.04% | 437 |
|