Bartlett & Co’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
Q4 | $2.58M | Buy |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $2.11M | Sell |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.53M | Sell |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $984K | Buy |
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|
2019
Q3 | $1.58M | Sell |
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|
2019
Q2 | $1.63M | Sell |
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|
2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $2.4M | Buy |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $942K | Sell |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $968K | Sell |
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|
2017
Q2 | $933K | Buy |
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|
2017
Q1 | $909K | Buy |
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|
2016
Q4 | $855K | Buy |
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|
2016
Q3 | $694K | Buy |
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|
2016
Q2 | $627K | Buy |
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|
2016
Q1 | $595K | Sell |
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|
2015
Q4 | $631K | Buy |
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|
2015
Q3 | $551K | Buy |
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|
2015
Q2 | $588K | Buy |
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|
2015
Q1 | $280K | Buy |
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|
2014
Q4 | $190K | Buy |
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|
2014
Q3 | $119K | Buy |
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|
2014
Q2 | $84K | Hold |
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|
2014
Q1 | $80K | Hold |
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|
2013
Q4 | $78K | Buy |
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|
2013
Q3 | $71K | Hold |
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|
2013
Q2 | $66K | Buy |
|