MinichMacGregor Wealth Management’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 | – | Sell |
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|
2022
Q4 | $25.1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.51M | Buy |
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|
2019
Q3 | $5.53M | Sell |
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|
2019
Q2 | $7.56M | Buy |
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|
2019
Q1 | $6.82M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $60K | Hold |
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|
2018
Q2 | $57K | Hold |
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|
2018
Q1 | $55K | Hold |
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|
2017
Q4 | $55K | Hold |
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|
2017
Q3 | $52K | Hold |
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|
2017
Q2 | $50K | Hold |
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|
2017
Q1 | $49K | Sell |
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|
2016
Q4 | $74K | Hold |
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|
2016
Q3 | $71K | Hold |
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|
2016
Q2 | $69K | Sell |
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|
2016
Q1 | $76K | Sell |
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|
2015
Q4 | $3.76M | Buy |
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