Ten Capital Wealth Advisors’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
Q2 | – | Sell |
-3,525
| Closed | -$79.7K | – | 468 |
|
|
2023
Q1 | $79.7K | Hold |
3,525
| – | – | 0.03% | 183 |
|
|
2022
Q4 | $77.1K | Hold |
3,525
| – | – | 0.03% | 148 |
|
|
2022
Q3 | $71K | Hold |
3,525
| – | – | 0.03% | 135 |
|
|
2022
Q2 | $74K | Hold |
3,525
| – | – | 0.03% | 130 |
|
|
2022
Q1 | $89K | Hold |
3,525
| – | – | 0.04% | 119 |
|
|
2021
Q4 | $95K | Sell |
3,525
-3,582
| -50% | -$96.5K | 0.04% | 96 |
|
|
2021
Q3 | $182K | Buy |
7,107
+3,843
| +118% | +$98.4K | 0.09% | 74 |
|
|
2021
Q2 | $85K | Buy |
3,264
+1,917
| +142% | +$49.9K | 0.02% | 154 |
|
|
2021
Q1 | $33K | Hold |
1,347
| – | – | 0.01% | 196 |
|
|
2020
Q4 | $31K | Buy |
+1,347
| New | +$31K | 0.01% | 198 |
|