HC Financial 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
2022
Q2
$40K Buy
2022
Q1
$48K Buy
2021
Q4
$51K Buy
2021
Q3
$24K Buy
2021
Q2
$24K Sell
2021
Q1
$45K Buy
2020
Q4
$41K Buy
2020
Q3
$33K Buy
2020
Q2
$32K Sell
2020
Q1
$59K Buy