Gateway Advisory’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
Q1 | – | Sell |
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|
2019
Q4 | $224K | Hold |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $239K | Sell |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $496K | Sell |
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|
2018
Q3 | $601K | Sell |
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|
2018
Q2 | $590K | Sell |
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|
2018
Q1 | $1.15M | Buy |
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|
2017
Q4 | $771K | Sell |
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|
2017
Q3 | $792K | Sell |
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|
2017
Q2 | $775K | Sell |
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|
2017
Q1 | $934K | Sell |
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|
2016
Q4 | $1.64M | Sell |
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|
2016
Q3 | $1.65M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4.38M | Sell |
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|
2015
Q3 | $4.48M | Buy |
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|
2015
Q2 | $3.39M | Buy |
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|
2015
Q1 | $3.2M | Buy |
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|
2014
Q4 | $2.98M | Buy |
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|
2014
Q3 | $2.73M | Buy |
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|
2014
Q2 | $2.78M | Buy |
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|
2014
Q1 | $2.57M | Buy |
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|
2013
Q4 | $2.16M | Sell |
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|
2013
Q3 | $2M | Sell |
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|
2013
Q2 | $1.85M | Buy |
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