Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.51M | Sell |
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|
2024
Q1 | $8.01M | Buy |
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|
2023
Q4 | $7.37M | Sell |
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|
2023
Q3 | $6.79M | Buy |
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|
2023
Q2 | $6.99M | Buy |
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|
2023
Q1 | $6.28M | Hold |
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|
2022
Q4 | $6.28M | Buy |
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|
2022
Q3 | $5.78M | Buy |
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|
2022
Q2 | $5.22M | Buy |
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|
2022
Q1 | $6.29M | Buy |
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|
2021
Q4 | $6.15M | Sell |
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|
2021
Q3 | $5.88M | Sell |
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|
2021
Q2 | $6.04M | Sell |
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|
2021
Q1 | $5.79M | Sell |
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|
2020
Q4 | $5.41M | Buy |
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