Pine Valley Investments’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
2024
Q4
$1.39M Buy
2024
Q3
$1.22M Sell
2024
Q2
$1.26M Buy
2024
Q1
$1.31M Buy
2023
Q4
$1.03M Buy
2023
Q3
$789K Sell
2023
Q2
$889K Buy