LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $792K | Buy |
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|
2022
Q4 | $751K | Buy |
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|
2022
Q3 | $692K | Buy |
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|
2022
Q2 | $717K | Buy |
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|
2022
Q1 | $867K | Buy |
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|
2021
Q4 | $919K | Buy |
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|
2021
Q3 | $876K | Buy |
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|
2021
Q2 | $894K | Sell |
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|
2021
Q1 | $865K | Buy |
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|
2020
Q4 | $793K | Buy |
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|
2020
Q3 | $624K | Buy |
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|
2020
Q2 | $592K | Buy |
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|
2020
Q1 | $474K | Sell |
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|
2019
Q4 | $758K | Buy |
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|
2019
Q3 | $712K | Buy |
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|
2019
Q2 | $719K | Buy |
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|
2019
Q1 | $681K | Sell |
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|
2018
Q4 | $637K | Sell |
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|
2018
Q3 | $830K | Buy |
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|
2018
Q2 | $787K | Sell |
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|
2018
Q1 | $819K | Buy |
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|
2017
Q4 | $818K | Buy |
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|
2017
Q3 | $761K | Buy |
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|
2017
Q2 | $725K | Hold |
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|
2017
Q1 | $712K | Sell |
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|
2016
Q4 | $695K | Buy |
|