Addison Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $93K | Buy |
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|
2025
Q2 | $75.2K | Hold |
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|
2025
Q1 | $70.3K | Hold |
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|
2024
Q4 | $74.3K | Hold |
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|
2024
Q3 | $74.3K | Hold |
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|
2024
Q2 | $69.6K | Hold |
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|
2024
Q1 | $72.8K | Hold |
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|
2023
Q4 | $67.3K | Hold |
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|
2023
Q3 | $60.5K | Hold |
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|
2023
Q2 | $63.5K | Hold |
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|
2023
Q1 | $60.7K | Hold |
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|
2022
Q4 | $58.7K | Hold |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $68K | Buy |
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