Schwab US MidCap's ticker is and the CUSIP is 818524508.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $836,000 | +15.8% | 14,654 | +12.3% | 0.19% | +12.8% |
| Q1 2019 | $722,000 | +24.9% | 13,046 | +8.1% | 0.17% | +22.9% |
| Q4 2018 | $578,000 | +14.5% | 12,073 | +38.1% | 0.14% | +14.8% |
| Q3 2018 | $505,000 | +7.4% | 8,744 | +2.0% | 0.12% | 0.0% |
| Q2 2018 | $470,000 | +17.5% | 8,570 | +13.0% | 0.12% | +11.9% |
| Q1 2018 | $400,000 | +10.5% | 7,581 | +11.3% | 0.11% | +12.4% |
| Q4 2017 | $362,000 | +17.5% | 6,814 | +10.9% | 0.10% | +12.8% |
| Q3 2017 | $308,000 | +15.8% | 6,146 | +10.9% | 0.09% | +14.7% |
| Q2 2017 | $266,000 | – | 5,542 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|