RE Dickinson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $82.6M | Sell |
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|
2024
Q3 | $8.48M | Buy |
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|
2024
Q2 | $7.75M | Buy |
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|
2024
Q1 | $7.98M | Buy |
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|
2023
Q4 | $6.77M | Buy |
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|
2023
Q3 | $6.07M | Sell |
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|
2023
Q2 | $6.46M | Buy |
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|
2023
Q1 | $6.12M | Sell |
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|
2022
Q4 | $8.66M | Sell |
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|
2022
Q3 | $8.83M | Sell |
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|
2022
Q2 | $9.37K | Buy |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $11.2M | Buy |
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