Investment Security Group’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
$59.4M Buy
2021
Q2
$60.4M Sell
2021
Q1
$57.6M Sell
2020
Q4
$53.1M Buy
2020
Q3
$43.2M Buy
2020
Q2
$40M Sell
2020
Q1
$32.7M Buy
2019
Q4
Hold
2019
Q3
Hold
2019
Q2
Hold
2019
Q1
Hold