Pineno Levin & Ford Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.42M | Sell |
|
|||||
|
2021
Q3 | $1.36M | Buy |
|
|||||
|
2021
Q2 | $1.38M | Buy |
|
|||||
|
2021
Q1 | $1.29M | Buy |
|
|||||
|
2020
Q4 | $1.16M | Buy |
|
|||||
|
2020
Q3 | $908K | Buy |
|
|||||
|
2020
Q2 | $812K | Buy |
|
|||||
|
2020
Q1 | $639K | Sell |
|
|||||
|
2019
Q4 | $922K | Buy |
|
|||||
|
2019
Q3 | $865K | Sell |
|
|||||
|
2019
Q2 | $882K | Sell |
|
|||||
|
2019
Q1 | $867K | Sell |
|
|||||
|
2018
Q4 | $770K | Buy |
|
|||||
|
2018
Q3 | $870K | Sell |
|
|||||
|
2018
Q2 | $847K | Sell |
|
|||||
|
2018
Q1 | $816K | Buy |
|
|||||
|
2017
Q4 | $822K | Hold |
|
|||||
|
2017
Q3 | $773K | Sell |
|
|||||
|
2017
Q2 | $785K | Buy |
|
|||||
|
2017
Q1 | $752K | Sell |
|
|||||
|
2016
Q4 | $749K | Hold |
|
|||||
|
2016
Q3 | $722K | Sell |
|
|||||
|
2016
Q2 | $706K | Buy |
|
|||||
|
2016
Q1 | $634K | Sell |
|
|||||
|
2015
Q4 | $645K | Hold |
|
|||||
|
2015
Q3 | $627K | Hold |
|
|||||
|
2015
Q2 | $687K | Hold |
|
|||||
|
2015
Q1 | $695K | Sell |
|
|||||
|
2014
Q4 | $682K | Buy |
|
|||||
|
2014
Q3 | $646K | Hold |
|
|||||
|
2014
Q2 | $672K | Buy |
|
|||||
|
2014
Q1 | $636K | Hold |
|
|||||
|
2013
Q4 | $617K | Buy |
|