Beacon Pointe Wealth Advisors’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
2019
Q4
$1.04M Sell
2019
Q3
$1.12M Buy
2019
Q2
$838K Buy
2019
Q1
$679K Sell
2018
Q4
$633K Buy