MFA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $1.97M | Buy |
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|
2019
Q4 | $236K | Buy |
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|
2019
Q3 | $208K | Sell |
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|
2019
Q2 | $266K | Sell |
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|
2019
Q1 | $2.61M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.48M | Sell |
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|
2018
Q2 | $15.9M | Buy |
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|
2018
Q1 | $14.5M | Buy |
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|
2017
Q4 | $3.3M | Buy |
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