Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $111K | Buy |
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|
2020
Q3 | $67K | Buy |
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|
2020
Q2 | $60K | Buy |
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|
2020
Q1 | $48K | Sell |
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|
2019
Q4 | $79K | Sell |
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|
2019
Q3 | $126K | Sell |
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|
2019
Q2 | $160K | Sell |
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|
2019
Q1 | $163K | Sell |
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|
2018
Q4 | $181K | Buy |
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|
2018
Q3 | $107K | Hold |
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|
2018
Q2 | $102K | Sell |
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|
2018
Q1 | $104K | Sell |
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|
2017
Q4 | $108K | Hold |
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|
2017
Q3 | $102K | Sell |
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|
2017
Q2 | $106K | Buy |
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|
2017
Q1 | $102K | Sell |
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|
2016
Q4 | $104K | Sell |
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|
2016
Q3 | $133K | Hold |
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|
2016
Q2 | $128K | Sell |
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|
2016
Q1 | $147K | Buy |
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