San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $84K | Hold |
|
|||||
|
2021
Q1 | $80K | Hold |
|
|||||
|
2020
Q4 | $73K | Hold |
|
|||||
|
2020
Q3 | $60K | Hold |
|
|||||
|
2020
Q2 | $57K | Sell |
|
|||||
|
2020
Q1 | $61K | Sell |
|
|||||
|
2019
Q4 | $153K | Hold |
|
|||||
|
2019
Q3 | $144K | Hold |
|
|||||
|
2019
Q2 | $145K | Buy |
|
|||||
|
2019
Q1 | $130K | Hold |
|
|||||
|
2018
Q4 | $113K | Hold |
|
|||||
|
2018
Q3 | $136K | Hold |
|
|||||
|
2018
Q2 | $129K | Hold |
|
|||||
|
2018
Q1 | $124K | Hold |
|
|||||
|
2017
Q4 | $125K | Buy |
|
|||||
|
2017
Q3 | $99K | Buy |
|