TrustCore Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.25M | Sell |
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|
2022
Q3 | $3.06M | Sell |
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|
2022
Q2 | $3.27M | Sell |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $3.49M | Sell |
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|
2021
Q3 | $4.38M | Sell |
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|
2021
Q2 | $4.52M | Sell |
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|
2021
Q1 | $4.45M | Sell |
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|
2020
Q4 | $4.22M | Sell |
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|
2020
Q3 | $3.58M | Sell |
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|
2020
Q2 | $3.82M | Sell |
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|
2020
Q1 | $3.44M | Buy |
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|
2019
Q4 | $4.34M | Buy |
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|
2019
Q3 | $3.96M | Buy |
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|
2019
Q2 | $3.07M | Buy |
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|
2019
Q1 | $508K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.92M | Buy |
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|
2018
Q2 | $1.96M | Buy |
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|
2018
Q1 | $664K | Buy |
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|
2017
Q4 | $129K | Buy |
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