Blue Chip Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $486K | Sell |
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2020
Q2 | $478K | Sell |
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|
2020
Q1 | $458K | Sell |
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|
2019
Q4 | $902K | Sell |
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|
2019
Q3 | $874K | Sell |
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|
2019
Q2 | $988K | Buy |
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|
2019
Q1 | $949K | Buy |
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|
2018
Q4 | $779K | Buy |
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|
2018
Q3 | $831K | Buy |
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|
2018
Q2 | $617K | Buy |
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|
2018
Q1 | $461K | Buy |
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