Lowell Blake & Associates’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
Q3
$271K Hold
2023
Q2
$284K Hold
2023
Q1
$271K Hold
2022
Q4
$263K Hold
2022
Q3
$242K Hold
2022
Q2
$251K Hold
2022
Q1
$304K Hold
2021
Q4
$322K Buy
2021
Q3
$305K Hold
2021
Q2
$311K Buy