Relaxing Retirement Coach’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 | $7.15M | Sell |
302,139
-1,311
| -0.4% | -$29.5K | 2.15% | 11 |
|
|
2023
Q1 | $6.86M | Sell |
303,450
-2,511
| -0.8% | -$57.8K | 2.29% | 11 |
|
|
2022
Q4 | $6.69M | Sell |
305,961
-2,628
| -0.9% | -$57.6K | 2.48% | 10 |
|
|
2022
Q3 | $6.23M | Sell |
308,589
-3,888
| -1% | -$86.7K | 2.94% | 10 |
|
|
2022
Q2 | $6.53M | Sell |
312,477
-10,869
| -3% | -$251K | 3.3% | 9 |
|
|
2022
Q1 | $8.18M | Sell |
323,346
-2,892
| -0.9% | -$72.5K | 4.19% | 8 |
|
|
2021
Q4 | $8.74M | Sell |
326,238
-1,647
| -0.5% | -$43.9K | 5.03% | 7 |
|
|
2021
Q3 | $8.38M | Sell |
327,885
-5,655
| -2% | -$148K | 6.87% | 4 |
|
|
2021
Q2 | $8.7M | Sell |
333,540
-1,803
| -0.5% | -$46.6K | 7.4% | 3 |
|
|
2021
Q1 | $8.32M | Sell |
335,343
-4,206
| -1% | -$102K | 9.5% | 2 |
|
|
2020
Q4 | $7.72M | Sell |
339,549
-340,551
| -50% | -$7.1M | 8.43% | 2 |
|
|
2020
Q3 | $12.6M | Buy |
680,100
+338,577
| +99% | +$6.27M | 5.49% | 2 |
|
|
2020
Q2 | $5.99M | Sell |
341,523
-26,427
| -7% | -$431K | 4.22% | 4 |
|
|
2020
Q1 | $5.17M | Sell |
367,950
-23,766
| -6% | -$435K | 3.18% | 10 |
|
|
2019
Q4 | $7.85M | Sell |
391,716
-96
| -0% | -$1.86K | 2.3% | 21 |
|
|
2019
Q3 | $7.38M | Sell |
391,812
-2,952
| -0.7% | -$55.8K | 2.28% | 22 |
|
|
2019
Q2 | $7.51M | Sell |
394,764
-9,408
| -2% | -$176K | 2.29% | 21 |
|
|
2019
Q1 | $7.46M | Sell |
404,172
-12,381
| -3% | -$221K | 2.33% | 22 |
|
|
2018
Q4 | $6.65M | Buy |
416,553
+42,684
| +11% | +$746K | 2.25% | 22 |
|
|
2018
Q3 | $7.21M | Sell |
373,869
-12,660
| -3% | -$241K | 2.16% | 21 |
|
|
2018
Q2 | $7.07M | Sell |
386,529
-103,890
| -21% | -$1.88M | 2.18% | 20 |
|
|
2018
Q1 | $8.64M | Sell |
490,419
-163,485
| -25% | -$2.94M | 2.73% | 17 |
|
|
2017
Q4 | $11.6M | Buy |
+653,904
| New | +$11.3M | 3.77% | 10 |
|
Other funds holding SCHM
PCIA
MGIA
AA
LWMT
