Insight Wealth Strategies’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
2020
Q2
Sell
2020
Q1
$268K Sell
2019
Q4
$14M Buy
2019
Q3
$13M Buy
2019
Q2
$12.4M Buy
2019
Q1
$5.42M Buy
2018
Q4
$4.55M Buy