Gradient 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $32.4K | Sell |
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|
2024
Q1 | $80K | Sell |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $154K | Sell |
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|
2023
Q2 | $69.8M | Sell |
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|
2023
Q1 | $68M | Sell |
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|
2022
Q4 | $67.5M | Buy |
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|
2022
Q3 | $62.1M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $436K | Sell |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $10K | Buy |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Buy |
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|
2018
Q4 | $5K | Buy |
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