Keel Point’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
Q2 | – | Sell |
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|
2021
Q1 | $2.94M | Buy |
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|
2020
Q4 | $2.63M | Buy |
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $222K | Sell |
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|
2019
Q2 | $433K | Sell |
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|
2019
Q1 | $8.65M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10.6M | Buy |
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|
2018
Q2 | $9.93M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $388K | Sell |
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|
2016
Q3 | $6.72M | Buy |
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|
2016
Q2 | $6.04M | Buy |
|