Winslow Evans & Crocker’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 855 |
|
|
2020
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 897 |
|
|
2020
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 838 |
|
|
2019
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 887 |
|
|
2019
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 937 |
|
|
2019
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 949 |
|
|
2019
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 953 |
|
|
2018
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 892 |
|
|
2018
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 915 |
|
|
2018
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 921 |
|
|
2018
Q1 | $5.29K | Hold |
300
| – | – | ﹤0.01% | 901 |
|
|
2017
Q4 | $5.33K | Hold |
300
| – | – | ﹤0.01% | 919 |
|
|
2017
Q3 | $5.01K | Hold |
300
| – | – | ﹤0.01% | 933 |
|
|
2017
Q2 | $4.82K | Hold |
300
| – | – | ﹤0.01% | 1062 |
|
|
2017
Q1 | $4.73K | Buy |
+300
| New | +$4.73K | ﹤0.01% | 1035 |
|