Adams Chetwood Wealth Management’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
2022
Q1
$2.82M Sell
2021
Q4
$3.44M Sell
2021
Q3
$3.79M Sell
2021
Q2
$5.38M Sell
2021
Q1
$5.93M Sell
2020
Q4
$5.55M Buy
2020
Q3
$4.39M Buy
2020
Q2
$4.13M Sell
2020
Q1
$3.87M Buy
2019
Q4
$4.64M Buy