Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-64,827
| Closed | -$1.04M | – | 356 |
|
|
2018
Q4 | $1.04M | Sell |
64,827
-9,696
| -13% | -$155K | 0.19% | 100 |
|
|
2018
Q3 | $1.44M | Buy |
74,523
+5,820
| +8% | +$112K | 0.23% | 85 |
|
|
2018
Q2 | $1.26M | Buy |
68,703
+7,521
| +12% | +$138K | 0.22% | 97 |
|
|
2018
Q1 | $1.08M | Buy |
61,182
+8,622
| +16% | +$152K | 0.27% | 76 |
|
|
2017
Q4 | $933K | Buy |
52,560
+20,649
| +65% | +$367K | 0.22% | 108 |
|
|
2017
Q3 | $533K | Buy |
+31,911
| New | +$533K | 0.13% | 158 |
|