Financial Architects (New Jersey)’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
Q2 | $7.47M | Buy |
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|
2023
Q1 | $7.05M | Buy |
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|
2022
Q4 | $6.52M | Buy |
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|
2022
Q3 | $5.77M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $7.05M | Sell |
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|
2021
Q4 | $7.68M | Buy |
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|
2021
Q3 | $7.2M | Buy |
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|
2021
Q2 | $7.13M | Buy |
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|
2021
Q1 | $6.52M | Buy |
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|
2020
Q4 | $5.58M | Buy |
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|
2020
Q3 | $4.52M | Sell |
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|
2020
Q2 | $4.37M | Buy |
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|
2020
Q1 | $3.13M | Buy |
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|
2019
Q4 | $3.9M | Buy |
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|
2019
Q3 | $2.62M | Buy |
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|
2019
Q2 | $1.83M | Sell |
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|
2019
Q1 | $2.72M | Buy |
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|
2018
Q4 | $1.96M | Buy |
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|
2018
Q3 | $2.16M | Buy |
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|
2018
Q2 | $1.93M | Sell |
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|
2018
Q1 | $1.86M | Sell |
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|
2017
Q4 | $2.24M | Buy |
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|
2017
Q3 | $1.91M | Buy |
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|
2017
Q2 | $1.78M | Buy |
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|
2017
Q1 | $1.74M | Buy |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $211K | Sell |
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|
2016
Q2 | $223K | Sell |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $229K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $108K | Buy |
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|
2015
Q1 | $102K | Buy |
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|
2014
Q4 | $11K | Buy |
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|
2014
Q3 | $9K | Buy |
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|
2014
Q2 | $4K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $5K | Buy |
|