Sage Investment Advisers’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
Q3 | $745K | Buy |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $980K | Buy |
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|
2021
Q4 | $914K | Buy |
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