Wealth Quarterback’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
Q3 | $57K | Buy |
35,310
+32,322
| +1,082% | +$52.2K | 0.04% | 213 |
|
|
2021
Q2 | $78K | Buy |
+2,988
| New | +$78K | 0.05% | 195 |
|
|
2020
Q4 | – | Sell |
-17,094
| Closed | -$300K | – | 123 |
|
|
2020
Q3 | $300K | Hold |
17,094
| – | – | 0.28% | 83 |
|
|
2020
Q2 | $300K | Sell |
17,094
-11,919
| -41% | -$209K | 0.28% | 83 |
|
|
2020
Q1 | $394K | Sell |
29,013
-1,038,399
| -97% | -$14.1M | 0.36% | 62 |
|
|
2019
Q4 | $372K | Buy |
+1,067,412
| New | +$372K | 0.32% | 68 |
|