Private Capital Management (Colorado)’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 | $1.03M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1M | Hold |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $970K | Sell |
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|
2023
Q3 | $880K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.98M | Hold |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $2.13M | Sell |
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|
2021
Q3 | $2.15M | Sell |
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|
2021
Q2 | $2.31M | Sell |
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|
2021
Q1 | $2.31M | Sell |
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|
2020
Q4 | $2.25M | Sell |
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|
2020
Q3 | $1.92M | Sell |
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|
2020
Q2 | $1.98M | Sell |
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|
2020
Q1 | $1.66M | Sell |
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|
2019
Q4 | $2.68M | Hold |
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|
2019
Q3 | $2.68M | Sell |
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|
2019
Q2 | $2.76M | Sell |
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|
2019
Q1 | $2.74M | Sell |
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|
2018
Q4 | $2.4M | Buy |
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