Telemus Capital’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 | $317K | Buy |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $469K | Buy |
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|
2021
Q2 | $479K | Sell |
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|
2021
Q1 | $475K | Sell |
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|
2020
Q4 | $435K | Sell |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $413K | Sell |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $406K | Sell |
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|
2019
Q1 | $577K | Sell |
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|
2018
Q4 | $516K | Buy |
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|
2018
Q3 | $564K | Sell |
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|
2018
Q2 | $584K | Buy |
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|
2018
Q1 | $557K | Sell |
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|
2017
Q4 | $593K | Buy |
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