Windsor Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,109
| Closed | -$424K | – | 219 |
|
|
2022
Q1 | $424K | Buy |
17,109
+21
| +0.1% | +$520 | 0.08% | 166 |
|
|
2021
Q4 | $461K | Buy |
17,088
+54
| +0.3% | +$1.46K | 0.08% | 159 |
|
|
2021
Q3 | $442K | Buy |
17,034
+60
| +0.4% | +$1.56K | 0.09% | 159 |
|
|
2021
Q2 | $443K | Buy |
16,974
+42
| +0.2% | +$1.1K | 0.1% | 155 |
|
|
2021
Q1 | $420K | Sell |
16,932
-705
| -4% | -$17.5K | 0.1% | 153 |
|
|
2020
Q4 | $401K | Buy |
17,637
+69
| +0.4% | +$1.57K | 0.1% | 147 |
|
|
2020
Q3 | $341K | Sell |
17,568
-99
| -0.6% | -$1.92K | 0.1% | 149 |
|
|
2020
Q2 | $310K | Buy |
17,667
+54
| +0.3% | +$948 | 0.1% | 152 |
|
|
2020
Q1 | $248K | Buy |
+17,613
| New | +$248K | 0.1% | 158 |
|