Stillwater Capital Advisors’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
Q2 | – | Sell |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $327K | Hold |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $330K | Hold |
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|
2021
Q2 | $337K | Hold |
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|
2021
Q1 | $320K | Hold |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $243K | Hold |
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|
2019
Q2 | $246K | Hold |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $206K | Hold |
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|
2018
Q3 | $249K | Buy |
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