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 |
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|
2023
Q1 | $6.86M | Sell |
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|
2022
Q4 | $6.69M | Sell |
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|
2022
Q3 | $6.23M | Sell |
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|
2022
Q2 | $6.53M | Sell |
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|
2022
Q1 | $8.18M | Sell |
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|
2021
Q4 | $8.74M | Sell |
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|
2021
Q3 | $8.38M | Sell |
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|
2021
Q2 | $8.7M | Sell |
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|
2021
Q1 | $8.32M | Sell |
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|
2020
Q4 | $7.72M | Sell |
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|
2020
Q3 | $12.6M | Buy |
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|
2020
Q2 | $5.99M | Sell |
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|
2020
Q1 | $5.17M | Sell |
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|
2019
Q4 | $7.85M | Sell |
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|
2019
Q3 | $7.38M | Sell |
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|
2019
Q2 | $7.51M | Sell |
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|
2019
Q1 | $7.46M | Sell |
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|
2018
Q4 | $6.65M | Buy |
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|
2018
Q3 | $7.21M | Sell |
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|
2018
Q2 | $7.07M | Sell |
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|
2018
Q1 | $8.64M | Sell |
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|
2017
Q4 | $11.6M | Buy |
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