Column Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $21.5K | Hold |
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|
2023
Q2 | $22.6K | Hold |
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|
2023
Q1 | $21.6K | Hold |
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|
2022
Q4 | $20.9K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $123K | Hold |
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|
2021
Q4 | $130K | Hold |
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|
2021
Q3 | $124K | Hold |
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|
2021
Q2 | $127K | Buy |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $13K | Sell |
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|
2019
Q4 | $222K | Buy |
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