Barnett & Company’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 | – | Sell |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $766K | Sell |
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|
2021
Q1 | $2.66M | Buy |
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|
2020
Q4 | $2.13M | Buy |
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|
2020
Q3 | $1.67M | Buy |
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|
2020
Q2 | $1.44M | Sell |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $1.82M | Sell |
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|
2019
Q3 | $1.76M | Sell |
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|
2019
Q2 | $2.21M | Sell |
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|
2019
Q1 | $2.4M | Sell |
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|
2018
Q4 | $2.33M | Sell |
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|
2018
Q3 | $2.93M | Sell |
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|
2018
Q2 | $2.94M | Buy |
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|
2018
Q1 | $2.73M | Buy |
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|
2017
Q4 | $2.27M | Buy |
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|
2017
Q3 | $1.41M | Buy |
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|
2017
Q2 | $953K | Buy |
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|
2017
Q1 | $578K | Buy |
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|
2016
Q4 | $473K | Buy |
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|
2016
Q3 | $370K | Buy |
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|
2016
Q2 | $331K | Buy |
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|
2016
Q1 | $280K | Buy |
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|
2015
Q4 | $259K | Buy |
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|
2015
Q3 | $244K | Buy |
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