Transamerica Financial 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
2019
Q3
Sell
-315
Closed -$6K 444
2019
Q2
$6K Buy
+315
New +$6K ﹤0.01% 332
2015
Q3
Sell
-81,249
Closed -$1.16M 908
2015
Q2
$1.16M Buy
81,249
+72,315
+809% +$1.03M 0.08% 164
2015
Q1
$129K Buy
+8,934
New +$129K 0.01% 359