HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.02M | Sell |
|
|||||
|
2024
Q1 | $6.3M | Buy |
|
|||||
|
2023
Q4 | $5.08M | Buy |
|
|||||
|
2023
Q3 | $4.08M | Buy |
|
|||||
|
2023
Q2 | $3.63M | Buy |
|
|||||
|
2023
Q1 | $2.89M | Buy |
|
|||||
|
2022
Q4 | $2.78M | Buy |
|
|||||
|
2022
Q3 | $2.21M | Sell |
|
|||||
|
2022
Q2 | $2.37M | Buy |
|
|||||
|
2022
Q1 | $2.73M | Buy |
|
|||||
|
2021
Q4 | $2.85M | Buy |
|
|||||
|
2021
Q3 | $2.49M | Buy |
|
|||||
|
2021
Q2 | $2.52K | Buy |
|
|||||
|
2021
Q1 | $2.26M | Buy |
|
|||||
|
2020
Q4 | $1.89M | Buy |
|
|||||
|
2020
Q3 | $1.53M | Sell |
|
|||||
|
2020
Q2 | $1.46M | Buy |
|
|||||
|
2020
Q1 | $1.14M | Sell |
|
|||||
|
2019
Q4 | $1.68M | Buy |
|
|||||
|
2019
Q3 | $1.55M | Buy |
|
|||||
|
2019
Q2 | $1.51M | Buy |
|
|||||
|
2019
Q1 | $1.36M | Buy |
|
|||||
|
2018
Q4 | $573K | Buy |
|
|||||
|
2018
Q3 | $610K | Buy |
|
|||||
|
2018
Q2 | $559K | Buy |
|
|||||
|
2018
Q1 | $531K | Buy |
|
|||||
|
2017
Q4 | $465K | Buy |
|