American Portfolios Advisors’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
Q3 | $386K | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $484K | Buy |
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|
2021
Q4 | $510K | Sell |
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|
2021
Q3 | $506K | Hold |
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|
2021
Q2 | $517K | Buy |
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|
2021
Q1 | $485K | Buy |
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|
2020
Q4 | $168K | Sell |
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|
2020
Q3 | $381K | Buy |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $1.94M | Buy |
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|
2019
Q3 | $1.72M | Sell |
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|
2019
Q2 | $3.33M | Buy |
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|
2019
Q1 | $3.05M | Buy |
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|
2018
Q4 | $162K | Sell |
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|
2018
Q3 | $2.47M | Buy |
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|
2018
Q2 | $1.44M | Buy |
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|
2018
Q1 | $1.27M | Buy |
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|
2017
Q4 | $1.14M | Buy |
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