Mountain Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $8.2M | Buy |
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|
2019
Q2 | $7.8M | Buy |
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|
2019
Q1 | $7.04M | Sell |
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|
2018
Q4 | $6.12M | Buy |
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|
2018
Q3 | $7.38M | Buy |
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|
2018
Q2 | $6.51M | Buy |
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|
2018
Q1 | $6.11M | Sell |
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|
2017
Q4 | $8.12M | Sell |
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|
2017
Q3 | $8.09M | Sell |
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|
2017
Q2 | $8.78M | Buy |
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