SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $116M | Sell |
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2020
Q3 | $96.1M | Buy |
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|
2020
Q2 | $90.4M | Buy |
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|
2020
Q1 | $71.6M | Buy |
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|
2019
Q4 | $99.3M | Buy |
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|
2019
Q3 | $93.2M | Buy |
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|
2019
Q2 | $94M | Buy |
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|
2019
Q1 | $89.4M | Buy |
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|
2018
Q4 | $76.8M | Buy |
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|
2018
Q3 | $89.5M | Buy |
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|
2018
Q2 | $84.4M | Buy |
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|
2018
Q1 | $73.9M | Sell |
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|
2017
Q4 | $79.9M | Buy |
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|
2017
Q3 | $73.9M | Buy |
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|
2017
Q2 | $70M | Buy |
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|
2017
Q1 | $66.9M | Buy |
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|
2016
Q4 | $60.1M | Buy |
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|
2016
Q3 | $57M | Buy |
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|
2016
Q2 | $54.9M | Buy |
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|
2016
Q1 | $53.1M | Buy |
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|
2015
Q4 | $46.2M | Buy |
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|
2015
Q3 | $42.5M | Buy |
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|
2015
Q2 | $42.9M | Buy |
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|
2015
Q1 | $40.7M | Buy |
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|
2014
Q4 | $8.23M | Buy |
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|
2014
Q3 | $3.08M | Buy |
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|
2014
Q2 | $3.02M | Buy |
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|
2014
Q1 | $2.27M | Buy |
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|
2013
Q4 | $1.75M | Buy |
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