Personal Capital Advisors’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
Q4 | $234K | Buy |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $413K | Buy |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $301K | Buy |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $298K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $235K | Buy |
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|
2019
Q4 | $328K | Buy |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $217K | Buy |
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