Tatro Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $663K | Sell |
26,226
-1,548
| -6% | -$39.1K | 0.5% | 36 |
|
|
2021
Q4 | $745K | Sell |
27,774
-2,808
| -9% | -$75.3K | 0.54% | 34 |
|
|
2021
Q3 | $782K | Sell |
30,582
-1,236
| -4% | -$31.6K | 0.61% | 33 |
|
|
2021
Q2 | $830K | Sell |
31,818
-588
| -2% | -$15.3K | 0.57% | 33 |
|
|
2021
Q1 | $804K | Sell |
32,406
-1,566
| -5% | -$38.9K | 0.62% | 31 |
|
|
2020
Q4 | $772K | Sell |
33,972
-3,813
| -10% | -$86.6K | 0.72% | 26 |
|
|
2020
Q3 | $699K | Sell |
37,785
-459
| -1% | -$8.49K | 0.8% | 24 |
|
|
2020
Q2 | $671K | Buy |
+38,244
| New | +$671K | 0.96% | 23 |
|
|
2020
Q1 | – | Sell |
-42,687
| Closed | -$856K | – | 71 |
|
|
2019
Q4 | $856K | Buy |
+42,687
| New | +$856K | 0.77% | 25 |
|