Providence Wealth Advisors’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
2023
Q2
Sell
2023
Q1
$3.37M Sell
2022
Q4
$3.39M Buy
2022
Q3
$3.35M Sell
2022
Q2
$3.33M Sell
2022
Q1
$4.26M Buy
2021
Q4
$4.34M Buy
2021
Q3
$4.15M Sell
2021
Q2
$4.3M Buy
2021
Q1
$4.05M Buy
2020
Q4
$3.54M Buy
2020
Q3
$2.86M Buy
2020
Q2
$2.69M Sell
2020
Q1
$2.11M Buy
2019
Q4
$3.04M Buy
2019
Q3
$2.86M Buy
2019
Q2
$2.85M Buy
2019
Q1
$2.73M Buy
2018
Q4
$2.19M Sell
2018
Q3
$2.71M Buy
2018
Q2
$2.52M Buy