Domani Wealth’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
Q1 | $1.1M | Hold |
|
|||||
|
2022
Q4 | $1.06M | Sell |
|
|||||
|
2022
Q3 | $984K | Buy |
|
|||||
|
2022
Q2 | $1.02M | Buy |
|
|||||
|
2022
Q1 | $1.23M | Buy |
|
|||||
|
2021
Q4 | $1.3M | Sell |
|
|||||
|
2021
Q3 | $1.24M | Sell |
|
|||||
|
2021
Q2 | $1.27M | Sell |
|
|||||
|
2021
Q1 | $1.22M | Sell |
|
|||||
|
2020
Q4 | $1.29M | Buy |
|
|||||
|
2020
Q3 | $1.05M | Sell |
|
|||||
|
2020
Q2 | $1.08M | Sell |
|
|||||
|
2020
Q1 | $869K | Sell |
|
|||||
|
2019
Q4 | $2.14M | Buy |
|
|||||
|
2019
Q3 | $1.91M | Buy |
|
|||||
|
2019
Q2 | $1.84M | Buy |
|
|||||
|
2019
Q1 | $1.75M | Buy |
|
|||||
|
2018
Q4 | $1.32M | Buy |
|