tru Independence’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-57,069
| Closed | -$1.42M | – | 358 |
|
|
2021
Q1 | $1.42M | Buy |
+57,069
| New | +$1.42M | 0.27% | 84 |
|
|
2020
Q4 | – | Sell |
-65,319
| Closed | -$1.21M | – | 820 |
|
|
2020
Q3 | $1.21M | Buy |
+65,319
| New | +$1.21M | 0.34% | 65 |
|
|
2020
Q1 | – | Sell |
-5,766
| Closed | -$81K | – | 877 |
|
|
2019
Q4 | $81K | Buy |
+5,766
| New | +$81K | 0.01% | 327 |
|