Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.86M | Buy |
176,583
+2,145
| +1% | +$47K | 0.32% | 68 |
|
|
2022
Q3 | $3.52M | Sell |
174,438
-1,380
| -0.8% | -$30.8K | 0.31% | 64 |
|
|
2022
Q2 | $3.68M | Sell |
175,818
-72
| -0% | -$1.66K | 0.32% | 70 |
|
|
2022
Q1 | $4.45M | Sell |
175,890
-3,510
| -2% | -$88K | 0.35% | 59 |
|
|
2021
Q4 | $4.81M | Buy |
179,400
+4,536
| +3% | +$121K | 0.36% | 60 |
|
|
2021
Q3 | $4.47M | Sell |
174,864
-4,272
| -2% | -$112K | 0.36% | 62 |
|
|
2021
Q2 | $4.67M | Sell |
179,136
-5,130
| -3% | -$133K | 0.38% | 59 |
|
|
2021
Q1 | $4.57M | Buy |
184,266
+42,318
| +30% | +$1.03M | 0.4% | 58 |
|
|
2020
Q4 | $3.23M | Sell |
141,948
-11,871
| -8% | -$248K | 0.3% | 72 |
|
|
2020
Q3 | $2.85M | Sell |
153,819
-5,130
| -3% | -$95K | 0.29% | 71 |
|
|
2020
Q2 | $2.79M | Buy |
158,949
+8,022
| +5% | +$131K | 0.3% | 72 |
|
|
2020
Q1 | $2.12M | Buy |
150,927
+41,475
| +38% | +$759K | 0.27% | 77 |
|
|
2019
Q4 | $2.19M | Sell |
109,452
-531
| -0.5% | -$10.3K | 0.24% | 83 |
|
|
2019
Q3 | $2.07M | Buy |
109,983
+11,850
| +12% | +$224K | 0.25% | 81 |
|
|
2019
Q2 | $1.87M | Buy |
98,133
+50,391
| +106% | +$943K | 0.22% | 85 |
|
|
2019
Q1 | $881K | Sell |
47,742
-504
| -1% | -$9.01K | 0.1% | 124 |
|
|
2018
Q4 | $771K | Buy |
48,246
+40,710
| +540% | +$711K | 0.1% | 122 |
|
|
2018
Q3 | $145K | Sell |
7,536
-54
| -0.7% | -$1.03K | 0.02% | 238 |
|
|
2018
Q2 | $139K | Buy |
7,590
+606
| +9% | +$11K | 0.02% | 241 |
|
|
2018
Q1 | $123K | Buy |
6,984
+438
| +7% | +$7.87K | 0.02% | 254 |
|
|
2017
Q4 | $116K | Sell |
6,546
-546
| -8% | -$9.42K | 0.01% | 266 |
|
|
2017
Q3 | $118K | Buy |
7,092
+651
| +10% | +$10.6K | 0.01% | 268 |
|
|
2017
Q2 | $103K | Sell |
6,441
-858
| -12% | -$13.6K | 0.01% | 267 |
|
|
2017
Q1 | $115K | Sell |
7,299
-4,929
| -40% | -$76.8K | 0.01% | 257 |
|
|
2016
Q4 | $184K | Buy |
12,228
+6,396
| +110% | +$93.6K | 0.03% | 208 |
|
|
2016
Q3 | $85 | Sell |
5,832
-132
| -2% | -$1.91K | 0.01% | 283 |
|
|
2016
Q2 | $84K | Sell |
5,964
-7,614
| -56% | -$105K | 0.01% | 283 |
|
|
2016
Q1 | $184K | Buy |
+13,578
| New | +$171K | 0.03% | 213 |
|
Other funds holding SCHM
PCIA
BBA
AA
LWMT
HSA
MGIA