AE Wealth Management’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 | $552K | Buy |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q4 | $184K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $779K | Buy |
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|
2023
Q2 | $529K | Buy |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $385K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $344K | Sell |
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|
2019
Q1 | $784K | Buy |
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