Cypress Wealth Services’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 | – | Sell |
|
|||||
|
2021
Q2 | $201K | Sell |
|
|||||
|
2021
Q1 | $855K | Buy |
|
|||||
|
2020
Q4 | $637K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $509K | Sell |
|
|||||
|
2020
Q1 | $607K | Sell |
|
|||||
|
2019
Q4 | $1.22M | Sell |
|
|||||
|
2019
Q3 | $1.41M | Sell |
|
|||||
|
2019
Q2 | $1.75M | Sell |
|
|||||
|
2019
Q1 | $1.92M | Sell |
|
|||||
|
2018
Q4 | $1.95M | Buy |
|
|||||
|
2018
Q3 | $1.15M | Sell |
|
|||||
|
2018
Q2 | $1.1M | Buy |
|
|||||
|
2018
Q1 | $916K | Buy |
|
|||||
|
2017
Q4 | $769K | Buy |
|