Ferris Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $458K | Sell |
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|
2020
Q3 | $392K | Sell |
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $521K | Sell |
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|
2019
Q4 | $949K | Sell |
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|
2019
Q3 | $931K | Sell |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $953K | Buy |
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|
2018
Q3 | $1.01M | Buy |
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