Appleton Group’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 | – | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $8.98M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $957K | Buy |
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|
2020
Q2 | $894K | Buy |
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|
2020
Q1 | $662K | Buy |
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|
2019
Q4 | $877K | Buy |
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|
2019
Q3 | $748K | Buy |
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|
2019
Q2 | $753K | Buy |
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|
2019
Q1 | $557K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $608K | Buy |
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|
2018
Q2 | $463K | Buy |
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|
2018
Q1 | $444K | Buy |
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|
2017
Q4 | $413K | Buy |
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|
2017
Q3 | $354K | Buy |
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|
2017
Q2 | $230K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $205K | Buy |
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|
2015
Q1 | $202K | Buy |
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