Frontier Wealth Management’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
Q3 | – | Sell |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $501K | Sell |
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|
2020
Q2 | $510K | Sell |
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|
2020
Q1 | $586K | Buy |
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|
2019
Q4 | $659K | Sell |
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|
2019
Q3 | $636K | Sell |
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|
2019
Q2 | $723K | Buy |
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|
2019
Q1 | $656K | Buy |
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|
2018
Q4 | $553K | Buy |
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|
2018
Q3 | $446K | Buy |
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|
2018
Q2 | $239K | Buy |
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|
2018
Q1 | $226K | Buy |
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|
2017
Q4 | $224K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.64M | Buy |
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|
2016
Q1 | $1.45M | Buy |
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|
2015
Q4 | $1.38M | Sell |
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|
2015
Q3 | $1.37M | Buy |
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|
2015
Q2 | $1.5M | Sell |
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|
2015
Q1 | $1.55M | Buy |
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|
2014
Q4 | $1.45M | Buy |
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