AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $61.2M | Buy |
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|
2023
Q1 | $56.6M | Buy |
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|
2022
Q4 | $52.8M | Buy |
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|
2022
Q3 | $43.5M | Buy |
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|
2022
Q2 | $44.6M | Sell |
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|
2022
Q1 | $70.5M | Sell |
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|
2021
Q4 | $84.3M | Buy |
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|
2021
Q3 | $74.3M | Buy |
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|
2021
Q2 | $67.8M | Buy |
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|
2021
Q1 | $58.1M | Buy |
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|
2020
Q4 | $41.3M | Buy |
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|
2020
Q3 | $32.2M | Buy |
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|
2020
Q2 | $26.6M | Buy |
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|
2020
Q1 | $1.15M | Sell |
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|
2019
Q4 | $14.1M | Buy |
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|
2019
Q3 | $11.5M | Buy |
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|
2019
Q2 | $11M | Buy |
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|
2019
Q1 | $9.53M | Buy |
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|
2018
Q4 | $8.23M | Sell |
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|
2018
Q3 | $23.6M | Buy |
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|
2018
Q2 | $21M | Buy |
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|
2018
Q1 | $17.7M | Buy |
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|
2017
Q4 | $7.12M | Buy |
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|
2017
Q3 | $5.89M | Buy |
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|
2017
Q2 | $4.93M | Buy |
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|
2017
Q1 | $3.95M | Buy |
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|
2016
Q4 | $3.05M | Buy |
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