TFC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-75
| Closed | -$2K | – | 561 |
|
|
2022
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 424 |
|
|
2022
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 419 |
|
|
2022
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 484 |
|
|
2021
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 475 |
|
|
2021
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 456 |
|
|
2020
Q4 | $2K | Sell |
75
-75
| -50% | -$2K | ﹤0.01% | 445 |
|
|
2020
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 375 |
|