Wealth Advisory Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,594
| Closed | -$218K | – | 187 |
|
|
2020
Q4 | $218K | Buy |
+9,594
| New | +$218K | 0.06% | 149 |
|
|
2020
Q3 | – | Sell |
-178,008
| Closed | -$3.12M | – | 189 |
|
|
2020
Q2 | $3.12M | Buy |
178,008
+8,283
| +5% | +$145K | 0.87% | 39 |
|
|
2020
Q1 | $2.39M | Buy |
169,725
+52,980
| +45% | +$744K | 0.81% | 41 |
|
|
2019
Q4 | $2.34M | Buy |
+116,745
| New | +$2.34M | 0.62% | 53 |
|