Arax Advisory Partners’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
Q2 | $115K | Buy |
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|
2025
Q1 | $8.84K | Buy |
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|
2024
Q4 | $9.32K | Hold |
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|
2024
Q3 | $9.3K | Buy |
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|
2024
Q2 | $8.65K | Hold |
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|
2024
Q1 | $9.05K | Hold |
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|
2023
Q4 | $8.35K | Buy |
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|
2023
Q3 | $7.46K | Sell |
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|
2023
Q2 | $15.6K | Buy |
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|
2023
Q1 | $14.8K | Sell |
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|
2022
Q4 | $16.9K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $16K | Sell |
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|
2022
Q1 | $21K | Buy |
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|
2021
Q4 | $21K | Hold |
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|
2021
Q3 | $20K | Sell |
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|
2021
Q2 | $24K | Buy |
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|
2020
Q4 | $30K | Sell |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $24K | Buy |
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