DB Wealth Management Group’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
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $1.92M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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