Certified Advisory Corp’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
Q2 | – | Sell |
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|
2021
Q1 | $57K | Buy |
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|
2020
Q2 | $48K | Buy |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | $53K | Buy |
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|
2019
Q3 | $49K | Buy |
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|
2019
Q2 | $48K | Sell |
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|
2019
Q1 | $88K | Buy |
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|
2018
Q4 | $63K | Buy |
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|
2018
Q3 | $74K | Buy |
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|
2018
Q2 | $58K | Buy |
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|
2018
Q1 | $34K | Sell |
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|
2017
Q4 | $59K | Buy |
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