Parametric Portfolio Associates’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
Q1 | $330K | Buy |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $364K | Sell |
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|
2020
Q3 | $299K | Sell |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $466K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $273K | Hold |
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|
2018
Q2 | $259K | Hold |
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|
2018
Q1 | $249K | Buy |
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|
2017
Q4 | $210K | Buy |
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