Harborview Advisors’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 | $1.67M | Sell |
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2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.83M | Buy |
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|
2020
Q4 | $1.62M | Sell |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $954K | Sell |
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|
2019
Q4 | $1.38M | Sell |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $1.33M | Buy |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $1.29M | Buy |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $1M | Buy |
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