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TCI Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TCI Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,719
Closed -$38.9K – 1867
2023
Q1 		$38.9K Hold
1,719
– – 0.01% 492
2022
Q4 		$37.6K Buy
1,719
+3
+0.2% +$66 0.01% 482
2022
Q3 		$35K Buy
1,716
+3
+0.2% +$67 0.01% 470
2022
Q2 		$36K Hold
1,713
– – 0.01% 455
2022
Q1 		$43K Hold
1,713
– – 0.01% 450
2021
Q4 		$46K Buy
1,713
+3
+0.2% +$80 0.01% 432
2021
Q3 		$44K Hold
1,710
– – 0.01% 461
2021
Q2 		$45K Hold
1,710
– – 0.01% 413
2021
Q1 		$42K Buy
1,710
+330
+24% +$8.01K 0.02% 384
2020
Q4 		$31K Sell
1,380
-3,060
-69% -$63.8K 0.01% 418
2020
Q3 		$82K Buy
4,440
+78
+2% +$1.45K 0.03% 237
2020
Q2 		$77K Buy
4,362
+51
+1% +$831 0.03% 248
2020
Q1 		$61K Buy
4,311
+78
+2% +$1.43K 0.03% 273
2019
Q4 		$85K Buy
4,233
+87
+2% +$1.68K 0.03% 285
2019
Q3 		$78K Buy
4,146
+1,437
+53% +$27.1K 0.03% 256
2019
Q2 		$52K Sell
2,709
-2,148
-44% -$40.2K 0.02% 306
2019
Q1 		$90K Sell
4,857
-264
-5% -$4.72K 0.04% 247
2018
Q4 		$82K Buy
+5,121
New +$89.5K 0.04% 248
2017
Q3 		– Sell
-225
Closed -$4K – 1378
2017
Q2 		$4K Buy
+225
New +$3.58K ﹤0.01% 824

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