Covenant Multifamily Offices’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
Q3
$349K Sell
2021
Q2
$363K Sell
2021
Q1
$504K Sell
2020
Q4
$490K Sell
2020
Q3
$429K Sell
2020
Q2
$581K Sell
2020
Q1
$576K Sell
2019
Q4
$1.54M Sell
2019
Q3
$1.46M Buy
2019
Q2
$1.4M Buy