Hochman Cole Investment 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 | $306K | Sell |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $316K | Sell |
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|
2020
Q3 | $320K | Buy |
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|
2020
Q2 | $303K | Hold |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q4 | $306K | Sell |
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|
2019
Q3 | $297K | Buy |
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|
2019
Q2 | $270K | Buy |
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|
2019
Q1 | $250K | Hold |
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|
2018
Q4 | $216K | Buy |
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