Halpern Financial’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 | $5.53M | Buy |
|
|||||
|
2024
Q2 | $4.07M | Buy |
|
|||||
|
2024
Q1 | $3.39M | Buy |
|
|||||
|
2023
Q4 | $2.52M | Buy |
|
|||||
|
2023
Q3 | $870K | Buy |
|
|||||
|
2023
Q2 | $394K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $11.8K | Sell |
|
|||||
|
2022
Q3 | $12.1K | Hold |
|
|||||
|
2022
Q2 | $12.5K | Hold |
|
|||||
|
2022
Q1 | $15.2K | Hold |
|
|||||
|
2021
Q4 | $16.1K | Sell |
|
|||||
|
2021
Q3 | $41.5K | Buy |
|