Piershale 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
Sell
2021
Q3
$16.1M Sell
2021
Q2
$17.5M Buy
2017
Q3
Sell
2017
Q2
$7.33M Hold
2017
Q1
$7.33M Buy
2016
Q4
$6.42M Sell
2016
Q3
$34.4M Buy
2016
Q2
$29.1M Buy
2015
Q4
Sell
2015
Q3
$14.4M Buy
2015
Q2
$12.4M Buy
2014
Q3
Sell
2014
Q2
$6.49M Sell
2014
Q1
$6.28M Buy
2013
Q4
$3.73M Sell
2013
Q3
$4.26M Buy