Garrison Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $567K | Buy |
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|
2024
Q2 | $516K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $395K | Buy |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $375K | Buy |
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|
2020
Q4 | $341K | Sell |
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|
2020
Q3 | $369K | Sell |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $494K | Sell |
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|
2019
Q4 | $707K | Buy |
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|
2019
Q3 | $608K | Buy |
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|
2019
Q2 | $601K | Sell |
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|
2019
Q1 | $585K | Buy |
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|
2018
Q4 | $503K | Buy |
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|
2018
Q3 | $317K | Sell |
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|
2018
Q2 | $302K | Buy |
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|
2018
Q1 | $266K | Buy |
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|
2017
Q4 | $261K | Buy |
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|
2017
Q3 | $239K | Buy |
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|
2017
Q2 | $212K | Buy |
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|
2017
Q1 | $205K | Buy |
|