BSW
Buckingham Strategic Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.51M | Sell |
96,528
-1,854
| -2% | -$144K | 0.08% | 110 |
|
|
2024
Q1 | $8.01M | Buy |
98,382
+588
| +0.6% | +$47.9K | 0.08% | 107 |
|
|
2023
Q4 | $7.37M | Sell |
97,794
-2,591
| -3% | -$195K | 0.09% | 111 |
|
|
2023
Q3 | $6.79M | Buy |
100,385
+2,037
| +2% | +$138K | 0.1% | 108 |
|
|
2023
Q2 | $6.99M | Buy |
98,348
+2,569
| +3% | +$182K | 0.1% | 105 |
|
|
2023
Q1 | $6.28M | Hold |
95,779
| – | – | 0.11% | 100 |
|
|
2022
Q4 | $6.28M | Buy |
95,779
+256
| +0.3% | +$16.8K | 0.11% | 100 |
|
|
2022
Q3 | $5.78M | Buy |
95,523
+12,348
| +15% | +$747K | 0.12% | 94 |
|
|
2022
Q2 | $5.22M | Buy |
83,175
+226
| +0.3% | +$14.2K | 0.1% | 104 |
|
|
2022
Q1 | $6.29M | Buy |
82,949
+6,488
| +8% | +$492K | 0.12% | 85 |
|
|
2021
Q4 | $6.15M | Sell |
76,461
-173
| -0.2% | -$13.9K | 0.12% | 90 |
|
|
2021
Q3 | $5.88M | Sell |
76,634
-545
| -0.7% | -$41.8K | 0.12% | 94 |
|
|
2021
Q2 | $6.04M | Sell |
77,179
-654
| -0.8% | -$51.2K | 0.15% | 89 |
|
|
2021
Q1 | $5.79M | Sell |
77,833
-1,469
| -2% | -$109K | 0.29% | 76 |
|
|
2020
Q4 | $5.41M | Buy |
+79,302
| New | +$5.41M | 0.28% | 79 |
|