Abbrea Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $2.42M | Hold |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $2.08M | Hold |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.21M | Hold |
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|
2021
Q4 | $1.28M | Hold |
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|
2021
Q3 | $1.22M | Hold |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $991K | Sell |
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|
2020
Q4 | $950K | Sell |
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|
2020
Q3 | $781K | Hold |
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|
2020
Q2 | $740K | Buy |
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|
2020
Q1 | $529K | Sell |
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|
2019
Q4 | $863K | Sell |
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|
2019
Q3 | $1M | Hold |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $985K | Buy |
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|
2018
Q4 | $847K | Buy |
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