Pinkerton Retirement Specialists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
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|
2025
Q1 | $553K | Sell |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $586K | Buy |
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|
2024
Q2 | $548K | Hold |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $741K | Sell |
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|
2023
Q2 | $809K | Hold |
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|
2023
Q1 | $773K | Hold |
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|
2022
Q4 | $747K | Hold |
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|
2022
Q3 | $689K | Sell |
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|
2022
Q2 | $931K | Sell |
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|
2022
Q1 | $29.9M | Buy |
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|
2021
Q4 | $30.3M | Buy |
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|
2021
Q3 | $27.9M | Buy |
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|
2021
Q2 | $28.2M | Buy |
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|
2021
Q1 | $26.7M | Sell |
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|
2020
Q4 | $26.1M | Sell |
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|
2020
Q3 | $24.2M | Buy |
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|
2020
Q2 | $16M | Sell |
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|
2020
Q1 | $15.3M | Sell |
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|
2019
Q4 | $29.3M | Buy |
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|
2019
Q3 | $27.5M | Buy |
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|
2019
Q2 | $27.7M | Sell |
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|
2019
Q1 | $27M | Buy |
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|
2018
Q4 | $260K | Sell |
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|
2018
Q3 | $16.5M | Buy |
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|
2018
Q2 | $15.5M | Buy |
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|
2018
Q1 | $2.66M | Buy |
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|
2017
Q4 | $151K | Buy |
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