Reitz Capital 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
Q1 | $438K | Hold |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $6.12M | Buy |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $2.44M | Sell |
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|
2022
Q1 | $5.73M | Sell |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $6.7M | Sell |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $7.89M | Buy |
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|
2020
Q3 | $6.07M | Buy |
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|
2020
Q2 | $3.31M | Sell |
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|
2020
Q1 | $2.77M | Sell |
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|
2019
Q4 | $4.95M | Sell |
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|
2019
Q3 | $4.7M | Sell |
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|
2019
Q2 | $4.83M | Sell |
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|
2019
Q1 | $5.09M | Sell |
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|
2018
Q4 | $5.09M | Buy |
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