Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $598K | Buy |
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|
2021
Q2 | $568K | Buy |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $2.51M | Sell |
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|
2020
Q3 | $2.06M | Sell |
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|
2020
Q2 | $2.12M | Sell |
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|
2020
Q1 | $1.81M | Sell |
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|
2019
Q4 | $5.51M | Buy |
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|
2019
Q3 | $4.98M | Buy |
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|
2019
Q2 | $1.99M | Buy |
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|
2019
Q1 | $1.37M | Buy |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $722K | Buy |
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|
2018
Q2 | $376K | Sell |
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|
2018
Q1 | $398K | Buy |
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