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