Homrich & Berg’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
$3.53M Sell
2021
Q2
$3.62M Sell
2021
Q1
$3.47M Buy
2020
Q4
$3.17M Buy
2020
Q3
$2.03M Sell
2020
Q2
$1.95M Sell
2020
Q1
$1.9M Sell
2019
Q4
$2.77M Sell
2019
Q3
$2.65M Sell
2019
Q2
$2.76M Sell
2019
Q1
$2.84M Buy
2018
Q4
$2.08M Buy