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 |
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|
2022
Q3 | $3.52M | Sell |
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|
2022
Q2 | $3.68M | Sell |
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|
2022
Q1 | $4.45M | Sell |
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|
2021
Q4 | $4.81M | Buy |
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|
2021
Q3 | $4.47M | Sell |
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|
2021
Q2 | $4.67M | Sell |
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|
2021
Q1 | $4.57M | Buy |
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|
2020
Q4 | $3.23M | Sell |
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|
2020
Q3 | $2.85M | Sell |
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|
2020
Q2 | $2.79M | Buy |
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|
2020
Q1 | $2.12M | Buy |
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|
2019
Q4 | $2.19M | Sell |
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|
2019
Q3 | $2.07M | Buy |
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|
2019
Q2 | $1.87M | Buy |
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|
2019
Q1 | $881K | Sell |
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|
2018
Q4 | $771K | Buy |
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|
2018
Q3 | $145K | Sell |
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|
2018
Q2 | $139K | Buy |
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|
2018
Q1 | $123K | Buy |
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|
2017
Q4 | $116K | Sell |
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|
2017
Q3 | $118K | Buy |
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|
2017
Q2 | $103K | Sell |
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|
2017
Q1 | $115K | Sell |
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|
2016
Q4 | $184K | Buy |
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|
2016
Q3 | $85 | Sell |
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|
2016
Q2 | $84K | Sell |
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|
2016
Q1 | $184K | Buy |
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