Summit Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | – | – | 1016 |
|
|
2022
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1097 |
|
|
2015
Q3 | – | Sell |
-75
| Closed | -$1K | – | 449 |
|
|
2015
Q2 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 430 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$4K | – | 554 |
|
|
2014
Q3 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 500 |
|