Sutton Wealth 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
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $1.62M | Hold |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $2.01M | Sell |
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|
2021
Q2 | $2.06M | Sell |
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|
2021
Q1 | $1.97M | Sell |
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|
2020
Q4 | $1.8M | Buy |
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|
2020
Q3 | $1.44M | Buy |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.68M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $881K | Buy |
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|
2019
Q1 | $833K | Buy |
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|
2018
Q4 | $693K | Sell |
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|
2018
Q3 | $884K | Buy |
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|
2018
Q2 | $805K | Buy |
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|
2018
Q1 | $711K | Buy |
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|
2017
Q4 | $511K | Sell |
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|
2017
Q3 | $530K | Buy |
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|
2017
Q2 | $506K | Buy |
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|
2017
Q1 | $435K | Buy |
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|
2016
Q4 | $408K | Buy |
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|
2016
Q3 | $343K | Sell |
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|
2016
Q2 | $331K | Buy |
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|
2016
Q1 | $319K | Buy |
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