FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $108K | Buy |
|
|||||
|
2024
Q2 | $101K | Sell |
|
|||||
|
2024
Q1 | $109K | Buy |
|
|||||
|
2023
Q4 | $101K | Buy |
|
|||||
|
2023
Q3 | $90.3K | Sell |
|
|||||
|
2023
Q2 | $102K | Hold |
|
|||||
|
2023
Q1 | $102K | Hold |
|
|||||
|
2022
Q4 | $102K | Buy |
|
|||||
|
2022
Q3 | $99K | Buy |
|
|||||
|
2022
Q2 | $103K | Buy |
|
|||||
|
2022
Q1 | $118K | Sell |
|
|||||
|
2021
Q4 | $131K | Sell |
|
|||||
|
2021
Q3 | $125K | Buy |
|
|||||
|
2021
Q2 | $128K | Buy |
|
|||||
|
2021
Q1 | $121K | Buy |
|
|||||
|
2020
Q4 | $111K | Buy |
|
|||||
|
2020
Q3 | $87 | Sell |
|
|||||
|
2020
Q2 | $166K | Sell |
|
|||||
|
2020
Q1 | $146K | Buy |
|
|||||
|
2019
Q4 | $187K | Buy |
|
|||||
|
2019
Q3 | $147K | Buy |
|
|||||
|
2019
Q2 | $148K | Hold |
|
|||||
|
2019
Q1 | $144K | Sell |
|
|||||
|
2018
Q4 | $136K | Buy |
|