TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $8K | Hold |
480
| – | – | ﹤0.01% | 509 |
|
|
2020
Q1 | $7K | Hold |
480
| – | – | ﹤0.01% | 506 |
|
|
2019
Q4 | $10K | Hold |
480
| – | – | ﹤0.01% | 459 |
|
|
2019
Q3 | $9K | Hold |
480
| – | – | ﹤0.01% | 470 |
|
|
2019
Q2 | $9K | Hold |
480
| – | – | ﹤0.01% | 471 |
|
|
2019
Q1 | $9K | Hold |
480
| – | – | ﹤0.01% | 478 |
|
|
2018
Q4 | $8K | Hold |
480
| – | – | ﹤0.01% | 470 |
|
|
2018
Q3 | $9K | Hold |
480
| – | – | ﹤0.01% | 509 |
|
|
2018
Q2 | $9K | Hold |
480
| – | – | ﹤0.01% | 513 |
|
|
2018
Q1 | $8K | Hold |
480
| – | – | ﹤0.01% | 497 |
|
|
2017
Q4 | $9K | Buy |
+480
| New | +$9K | ﹤0.01% | 533 |
|