Next Financial Group’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
Q4 | $321K | Sell |
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|
2021
Q3 | $319K | Sell |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $324K | Buy |
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|
2020
Q3 | $237K | Sell |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $266K | Buy |
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|
2019
Q3 | $249K | Buy |
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|
2019
Q2 | $233K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $186K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $27K | Hold |
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|
2017
Q2 | $26K | Sell |
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|
2017
Q1 | $91K | Sell |
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|
2016
Q4 | $146K | Hold |
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|
2016
Q3 | $141K | Buy |
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|
2016
Q2 | $80K | Buy |
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|
2016
Q1 | $42K | Hold |
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|
2015
Q4 | $42K | Buy |
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|
2015
Q3 | $21K | Hold |
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|
2015
Q2 | $23K | Hold |
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|
2015
Q1 | $24K | Buy |
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|
2014
Q4 | $22K | Buy |
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