Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $373K | Buy |
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|
2017
Q1 | $349K | Buy |
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|
2016
Q4 | $252K | Buy |
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|
2016
Q3 | $198K | Sell |
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|
2016
Q2 | $217K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $530K | Sell |
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|
2015
Q3 | $630K | Buy |
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|
2015
Q2 | $597K | Buy |
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|
2015
Q1 | $0 | Sell |
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|
2014
Q4 | $519K | Buy |
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|
2014
Q3 | $289K | Sell |
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|
2014
Q2 | $472K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $241K | Buy |
|