Retirement Group’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 | $74.9K | Buy |
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|
2023
Q4 | $69.1K | Buy |
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|
2023
Q3 | $61.9K | Sell |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $106K | Sell |
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|
2022
Q4 | $109K | Buy |
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|
2022
Q3 | $82K | Sell |
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|
2022
Q2 | $114K | Sell |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $297K | Sell |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $229K | Buy |
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|
2019
Q4 | $213K | Buy |
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