Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.19M | Buy |
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|
2021
Q3 | $4.93M | Buy |
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|
2021
Q2 | $4.83M | Sell |
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|
2021
Q1 | $4.97M | Buy |
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|
2020
Q4 | $4.49M | Sell |
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|
2020
Q3 | $3.96M | Buy |
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|
2020
Q2 | $3.76M | Buy |
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|
2020
Q1 | $2.76M | Buy |
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|
2019
Q4 | $3.98M | Buy |
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|
2019
Q3 | $3.52M | Sell |
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|
2019
Q2 | $3.67M | Buy |
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|
2019
Q1 | $3.44M | Buy |
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|
2018
Q4 | $2.81M | Sell |
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|
2018
Q3 | $3.24M | Buy |
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|
2018
Q2 | $2.9M | Buy |
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|
2018
Q1 | $1.89M | Buy |
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|
2017
Q4 | $1.67M | Buy |
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|
2017
Q3 | $848K | Buy |
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|
2017
Q2 | $710K | Buy |
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|
2017
Q1 | $653K | Sell |
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|
2016
Q4 | $659K | Buy |
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|
2016
Q3 | $394K | Buy |
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|
2016
Q2 | $379K | Buy |
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|
2016
Q1 | $83K | Buy |
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|
2015
Q4 | $10K | Buy |
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|
2015
Q3 | $9K | Buy |
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|
2015
Q2 | $10K | Buy |
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