Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $322K | Sell |
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|
2019
Q3 | $341K | Buy |
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|
2019
Q2 | $327K | Sell |
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|
2019
Q1 | $330K | Buy |
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|
2018
Q4 | $187K | Sell |
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|
2018
Q3 | $255K | Buy |
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|
2018
Q2 | $202K | Sell |
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|
2018
Q1 | $203K | Buy |
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|
2017
Q4 | $201K | Sell |
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|
2017
Q3 | $192K | Buy |
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|
2017
Q2 | $180K | Buy |
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|
2017
Q1 | $165K | Buy |
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|
2016
Q4 | $129K | Sell |
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|
2016
Q3 | $129K | Sell |
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|
2016
Q2 | $140K | Sell |
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|
2016
Q1 | $199K | Sell |
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|
2015
Q4 | $210K | Buy |
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