Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $170K | Hold |
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|
2021
Q3 | $162K | Hold |
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|
2021
Q2 | $165K | Hold |
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|
2021
Q1 | $157K | Sell |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $50K | Buy |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $30K | Hold |
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|
2019
Q3 | $28K | Sell |
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|
2019
Q2 | $81K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $3K | Buy |
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