First Allied Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $804K | Sell |
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2020
Q2 | $837K | Sell |
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|
2020
Q1 | $696K | Sell |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.08M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.04M | Sell |
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|
2018
Q2 | $1.41M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $181K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $203K | Sell |
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|
2016
Q4 | $322K | Sell |
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|
2016
Q3 | $645K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $390K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $261K | Buy |
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|
2015
Q2 | $240K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.58M | Buy |
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