FormulaFolio Investments’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
2021
Q2
$19.2M Sell
2021
Q1
$19.9M Sell
2020
Q4
$152M Buy
2020
Q3
$57M Sell
2020
Q2
$70.1M Buy
2020
Q1
$19.4M Sell
2019
Q4
$49.9M Buy
2019
Q3
$4.71M Sell
2019
Q2
$5.32M Buy
2019
Q1
$4.78M Buy
2018
Q4
$4.68M Hold
2018
Q3
$4.68M Buy
2018
Q2
$4.16M Buy
2018
Q1
$3.5M Buy
2017
Q4
$2.96M Buy
2017
Q3
$2.18M Buy
2017
Q2
$657K Buy