Parsec Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $23.9M | Sell |
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|
2022
Q4 | $23.9M | Sell |
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|
2022
Q3 | $22.7M | Sell |
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|
2022
Q2 | $24.4M | Sell |
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|
2022
Q1 | $30.9M | Sell |
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|
2021
Q4 | $34.9M | Sell |
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|
2021
Q3 | $37.4M | Sell |
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|
2021
Q2 | $40.3M | Sell |
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|
2021
Q1 | $44.8M | Sell |
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|
2020
Q4 | $44.3M | Sell |
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|
2020
Q3 | $37.5M | Sell |
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|
2020
Q2 | $36.7M | Buy |
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|
2020
Q1 | $25.3M | Buy |
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|
2019
Q4 | $17.6M | Buy |
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|
2019
Q3 | $14.5M | Buy |
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|
2019
Q2 | $11.9M | Buy |
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|
2019
Q1 | $8.83M | Buy |
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|
2018
Q4 | $6.55M | Buy |
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|
2018
Q3 | $7.79M | Buy |
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|
2018
Q2 | $6.36M | Buy |
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|
2018
Q1 | $5.38M | Buy |
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|
2017
Q4 | $4.05M | Buy |
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|
2017
Q3 | $2.77M | Buy |
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|
2017
Q2 | $1.89M | Buy |
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|
2017
Q1 | $1.2M | Buy |
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