Arbor Trust Wealth 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
Q2 | $9.61M | Sell |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $9.96M | Hold |
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|
2024
Q2 | $9.96M | Buy |
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|
2024
Q1 | $9.9M | Buy |
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|
2023
Q4 | $9.24M | Buy |
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|
2023
Q3 | $8.11M | Buy |
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|
2023
Q2 | $8.29M | Buy |
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|
2023
Q1 | $7.89M | Sell |
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|
2022
Q4 | $7.69M | Buy |
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|
2022
Q3 | $7.09M | Buy |
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|
2022
Q2 | $7.24M | Buy |
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|
2022
Q1 | $8.62M | Sell |
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|
2021
Q4 | $9.29M | Buy |
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|
2021
Q3 | $8.65M | Buy |
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|
2021
Q2 | $8.46M | Buy |
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|
2021
Q1 | $7.94M | Buy |
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|
2020
Q4 | $6.39M | Buy |
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|
2020
Q3 | $5.07M | Buy |
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|
2020
Q2 | $4.66M | Buy |
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|
2020
Q1 | $3.71M | Buy |
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|
2019
Q4 | $5.11M | Buy |
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