TD Capital Management’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
Q4 | – | Sell |
-747
| Closed | -$16.8K | – | 429 |
|
|
2023
Q3 | $16.8K | Buy |
747
+489
| +190% | +$11K | ﹤0.01% | 248 |
|
|
2023
Q2 | $6.11K | Hold |
258
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $5.81K | Buy |
258
+3
| +1% | +$68 | ﹤0.01% | 313 |
|
|
2022
Q4 | $5.6K | Hold |
255
| – | – | ﹤0.01% | 291 |
|
|
2022
Q3 | $5K | Buy |
+255
| New | +$5K | ﹤0.01% | 278 |
|
|
2022
Q1 | – | Sell |
-252
| Closed | -$7K | – | 297 |
|
|
2021
Q4 | $7K | Hold |
252
| – | – | ﹤0.01% | 288 |
|
|
2021
Q3 | $6K | Buy |
252
+3
| +1% | +$71 | ﹤0.01% | 282 |
|
|
2021
Q2 | $7K | Buy |
+249
| New | +$7K | ﹤0.01% | 262 |
|
|
2020
Q3 | – | Sell |
-579
| Closed | -$10K | – | 283 |
|
|
2020
Q2 | $10K | Buy |
+579
| New | +$10K | ﹤0.01% | 168 |
|