Shine Investment Advisory Services’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
Q3 | $241K | Sell |
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2020
Q2 | $274K | Sell |
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|
2020
Q1 | $480K | Sell |
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|
2019
Q4 | $898K | Sell |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.39M | Sell |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $1.53M | Sell |
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|
2018
Q2 | $1.47M | Buy |
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|
2018
Q1 | $1.32M | Buy |
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|
2017
Q4 | $1.27M | Buy |
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|
2017
Q3 | $1.18M | Buy |
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|
2017
Q2 | $1.12M | Buy |
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|
2017
Q1 | $372K | Buy |
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