Barrett Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Barrett Asset Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$215K	Buy
2021 Q4	$204K	Hold
2021 Q3	$195K	Buy
2021 Q2	$179K	Hold
2021 Q1	$170K	Sell
2020 Q4	$160K	Hold
2020 Q3	$130K	Hold
2020 Q2	$123K	Hold
2020 Q1	$99K	Buy
2019 Q4	$5K	Hold
2019 Q3	$4K	Hold
2019 Q2	$4K	Hold
2019 Q1	$4K	Hold
2018 Q4	$4K	Hold
2018 Q3	$4K	Hold
2018 Q2	$4K	Hold
2018 Q1	$4K	Hold
2017 Q4	$4K	Hold
2017 Q3	$4K	Hold
2017 Q2	$4K	Hold
2017 Q1	$4K	Hold
2016 Q4	$3K	Hold
2016 Q3	$3K	Hold
2016 Q2	$3K	Buy
2016 Q1	$2K	Hold
2015 Q4	$2K	Hold
2015 Q3	$2K	Hold
2015 Q2	$2K	Hold
2015 Q1	$2K	Hold
2014 Q4	$2K	Buy