Alpha Cubed Investments’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 | $208K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $742K | Hold |
|
|||||
|
2023
Q3 | $667K | Sell |
|
|||||
|
2023
Q2 | $717K | Sell |
|
|||||
|
2023
Q1 | $758K | Buy |
|
|||||
|
2022
Q4 | $646K | Hold |
|
|||||
|
2022
Q3 | $596K | Sell |
|
|||||
|
2022
Q2 | $663K | Buy |
|
|||||
|
2022
Q1 | $750K | Sell |
|
|||||
|
2021
Q4 | $811K | Buy |
|
|||||
|
2021
Q3 | $758K | Hold |
|
|||||
|
2021
Q2 | $774K | Buy |
|
|||||
|
2021
Q1 | $733K | Hold |
|
|||||
|
2020
Q4 | $672K | Hold |
|
|||||
|
2020
Q3 | $546K | Sell |
|
|||||
|
2020
Q2 | $531K | Buy |
|