Transparent Wealth Partners’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
Q1 | $1.16M | Buy |
51,174
+81
| +0.2% | +$1.83K | 0.85% | 15 |
|
|
2022
Q4 | $1.12M | Buy |
51,093
+879
| +2% | +$19.2K | 0.87% | 14 |
|
|
2022
Q3 | $1.01M | Buy |
50,214
+1,767
| +4% | +$35.6K | 0.85% | 15 |
|
|
2022
Q2 | $1.01M | Buy |
+48,447
| New | +$1.01M | 0.89% | 13 |
|
|
2022
Q1 | – | Sell |
-48,918
| Closed | -$1.31M | – | 51 |
|
|
2021
Q4 | $1.31M | Buy |
+48,918
| New | +$1.31M | 0.99% | 12 |
|