StrategIQ Financial Group’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
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $999K | Hold |
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|
2022
Q3 | $922K | Sell |
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|
2022
Q2 | $963K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.09M | Hold |
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|
2020
Q3 | $890K | Sell |
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|
2020
Q2 | $861K | Sell |
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|
2020
Q1 | $720K | Sell |
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|
2019
Q4 | $1.03M | Hold |
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|
2019
Q3 | $970K | Sell |
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|
2019
Q2 | $981K | Sell |
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|
2019
Q1 | $975K | Sell |
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|
2018
Q4 | $901K | Buy |
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|
2018
Q3 | $1.08M | Sell |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $977K | Buy |
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|
2017
Q2 | $937K | Sell |
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|
2017
Q1 | $1M | Buy |
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|
2016
Q4 | $853K | Sell |
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|
2016
Q3 | $860K | Buy |
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|
2016
Q2 | $816K | Buy |
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|
2016
Q1 | $785K | Buy |
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|
2015
Q4 | $560K | Buy |
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