Newport Wealth Strategies’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
2021
Q3
$5.98M Buy
2021
Q2
$6M Buy
2021
Q1
$5.69M Buy
2020
Q4
$2.94M Hold
2020
Q3
$2.97M Buy
2020
Q2
$2.52M Sell
2020
Q1
$2.86M Sell
2019
Q4
$4.27M Buy
2019
Q3
$3.83M Buy
2019
Q2
$3.85M Buy
2019
Q1
$3.74M Buy
2018
Q4
$3.16M Sell
2018
Q3
$3.58M Sell
2018
Q2
$4.33M Sell
2018
Q1
$7.56M Sell
2017
Q4
$8.56M Buy