Southern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.85M | Sell |
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|
2022
Q4 | $3.04M | Sell |
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|
2022
Q3 | $3.18M | Buy |
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|
2022
Q2 | $2.97M | Buy |
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|
2022
Q1 | $3.3M | Buy |
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|
2021
Q4 | $3.47M | Sell |
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|
2021
Q3 | $3.51M | Buy |
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|
2021
Q2 | $3.58M | Buy |
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|
2021
Q1 | $3.18M | Buy |
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|
2020
Q4 | $2.55M | Buy |
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|
2020
Q3 | $1.97M | Buy |
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|
2020
Q2 | $457K | Sell |
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|
2020
Q1 | $770K | Buy |
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|
2019
Q4 | $894K | Buy |
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