Newman & Schimel’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
2022
Q4
Sell
2022
Q3
$331K Sell
2022
Q2
$355K Sell
2022
Q1
$469K Sell
2021
Q4
$534K Sell
2021
Q3
$566K Sell
2021
Q2
$594K Sell
2021
Q1
$607K Sell
2020
Q4
$613K Buy