Pathstone Family Office’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
Q3 | $329K | Sell |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $350K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $623K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $549K | Hold |
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|
2020
Q3 | $447K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $9K | Sell |
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|
2017
Q1 | $138K | Buy |
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