Strategic Wealth Partners Group’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
2020
Q1
Sell
-13,401
Closed -$269K 58
2019
Q4
$269K Buy
+13,401
New +$269K 0.06% 52
2018
Q3
Sell
-60
Closed -$1.1K 48
2018
Q2
$1.1K Sell
60
-660
-92% -$12.1K 0.02% 44
2018
Q1
$12.7K Buy
+720
New +$12.7K 0.99% 24