Bison Wealth’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 | $27K | Hold |
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|
2022
Q1 | $33K | Sell |
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|
2021
Q4 | $192K | Sell |
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|
2021
Q3 | $673K | Hold |
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|
2021
Q2 | $687K | Sell |
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|
2021
Q1 | $880K | Sell |
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|
2020
Q4 | $878K | Sell |
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|
2020
Q3 | $770K | Sell |
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|
2020
Q2 | $796K | Sell |
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|
2020
Q1 | $741K | Sell |
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|
2019
Q4 | $2.36M | Sell |
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|
2019
Q3 | $2.32M | Buy |
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|
2019
Q2 | $2.33M | Buy |
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|
2019
Q1 | $2.13M | Buy |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $1.26M | Buy |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $880K | Buy |
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|
2017
Q3 | $671K | Buy |
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|
2017
Q2 | $645K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.04M | Buy |
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|
2015
Q4 | $1.01M | Buy |
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|
2015
Q3 | $597K | Sell |
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|
2015
Q2 | $843K | Sell |
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|
2015
Q1 | $915K | Buy |
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