Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20,307
| Closed | -$424K | – | 847 |
|
|
2022
Q2 | $424K | Sell |
20,307
-1,365
| -6% | -$28.5K | 0.02% | 516 |
|
|
2022
Q1 | $548K | Buy |
21,672
+9,003
| +71% | +$228K | 0.03% | 501 |
|
|
2021
Q4 | $339K | Buy |
+12,669
| New | +$339K | 0.03% | 432 |
|
|
2021
Q2 | $309K | Hold |
11,793
| – | – | 0.03% | 482 |
|
|
2021
Q1 | $293K | Buy |
11,793
+606
| +5% | +$15.1K | 0.04% | 406 |
|
|
2020
Q4 | $254K | Buy |
+11,187
| New | +$254K | 0.04% | 389 |
|