Whitnell & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.08M | Sell |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $999K | Sell |
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|
2018
Q4 | $867K | Buy |
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|
2018
Q3 | $927K | Sell |
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|
2018
Q2 | $910K | Buy |
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|
2018
Q1 | $875K | Sell |
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|
2017
Q4 | $924K | Sell |
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|
2017
Q3 | $881K | Sell |
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|
2017
Q2 | $849K | Sell |
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|
2017
Q1 | $835K | Buy |
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