Heritage Way 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
Q4 | $893K | Sell |
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|
2021
Q3 | $856K | Buy |
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|
2021
Q2 | $840K | Buy |
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|
2021
Q1 | $779K | Sell |
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|
2020
Q4 | $727K | Buy |
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|
2020
Q3 | $533K | Buy |
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|
2020
Q2 | $423K | Buy |
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|
2020
Q1 | $337K | Buy |
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|
2019
Q4 | $395K | Sell |
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|
2019
Q3 | $385K | Buy |
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|
2019
Q2 | $357K | Buy |
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|
2019
Q1 | $326K | Buy |
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|
2018
Q4 | $270K | Buy |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $262K | Buy |
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|
2017
Q4 | $237K | Sell |
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|
2017
Q3 | $226K | Buy |
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