Lighthouse Financial Advisors’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
Q1
$36.9M Buy
2020
Q4
$32.9M Sell
2020
Q3
$31.3M Buy
2020
Q2
$29.4M Buy
2020
Q1
$17M Buy
2019
Q4
$19M Buy