Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $132K | Hold |
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|
2021
Q3 | $126K | Sell |
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|
2021
Q2 | $148K | Sell |
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|
2021
Q1 | $164K | Sell |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $181K | Sell |
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|
2020
Q2 | $189K | Hold |
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|
2020
Q1 | $152K | Buy |
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|
2019
Q4 | $197K | Sell |
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|
2019
Q3 | $197K | Buy |
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|
2019
Q2 | $185K | Sell |
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|
2019
Q1 | $194K | Sell |
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|
2018
Q4 | $182K | Sell |
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|
2018
Q3 | $224K | Sell |
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|
2018
Q2 | $281K | Buy |
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|
2018
Q1 | $253K | Sell |
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|
2017
Q4 | $257K | Sell |
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|
2017
Q3 | $680K | Buy |
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|
2017
Q2 | $629K | Buy |
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|
2017
Q1 | $602K | Buy |
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|
2016
Q4 | $484K | Buy |
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|
2016
Q3 | $446K | Buy |
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|
2016
Q2 | $425K | Buy |
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|
2016
Q1 | $392K | Buy |
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|
2015
Q4 | $267K | Buy |
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|
2015
Q3 | $187K | Buy |
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|
2015
Q2 | $187K | Buy |
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|
2015
Q1 | $58K | Buy |
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