Bowling Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $758K | Sell |
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|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $941K | Sell |
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|
2020
Q4 | $886K | Sell |
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|
2020
Q3 | $723K | Sell |
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|
2020
Q2 | $725K | Buy |
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|
2020
Q1 | $573K | Sell |
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|
2019
Q4 | $824K | Buy |
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|
2019
Q3 | $711K | Sell |
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|
2019
Q2 | $737K | Buy |
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|
2019
Q1 | $711K | Buy |
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|
2018
Q4 | $554K | Buy |
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|
2018
Q3 | $654K | Sell |
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|
2018
Q2 | $780K | Sell |
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|
2018
Q1 | $764K | Buy |
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|
2017
Q4 | $757K | Buy |
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|
2017
Q3 | $695K | Buy |
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|
2017
Q2 | $654K | Buy |
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|
2017
Q1 | $628K | Buy |
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|
2016
Q4 | $557K | Buy |
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|
2016
Q3 | $518K | Sell |
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|
2016
Q2 | $506K | Sell |
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|
2016
Q1 | $497K | Buy |
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|
2015
Q4 | $485K | Sell |
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|
2015
Q3 | $495K | Buy |
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|
2015
Q2 | $527K | Buy |
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|
2015
Q1 | $473K | Sell |
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|
2014
Q4 | $470 | Buy |
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|
2014
Q3 | $439K | Buy |
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|
2014
Q2 | $328K | Buy |
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|
2014
Q1 | $251K | Buy |
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