Burleson & Co’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
Q4 | $62K | Buy |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $59K | Buy |
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|
2022
Q1 | $71K | Buy |
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|
2021
Q4 | $75K | Buy |
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|
2021
Q3 | $71K | Buy |
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|
2021
Q2 | $72K | Sell |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $3.15M | Sell |
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|
2019
Q3 | $3.02M | Sell |
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|
2019
Q2 | $3.14M | Sell |
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|
2019
Q1 | $3.29M | Buy |
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|
2018
Q4 | $2.17M | Buy |
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|
2018
Q3 | $1.82M | Sell |
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|
2018
Q2 | $2M | Buy |
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|
2018
Q1 | $1.85M | Buy |
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|
2017
Q4 | $1.45M | Buy |
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