Arlington Financial 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 | $216K | Sell |
|
|||||
|
2025
Q2 | $206K | Sell |
|
|||||
|
2025
Q1 | $210K | Sell |
|
|||||
|
2024
Q4 | $228K | Sell |
|
|||||
|
2024
Q3 | $246K | Sell |
|
|||||
|
2024
Q2 | $244K | Sell |
|
|||||
|
2024
Q1 | $288K | Sell |
|
|||||
|
2023
Q4 | $1.32M | Buy |
|
|||||
|
2023
Q3 | $1.17M | Buy |
|
|||||
|
2023
Q2 | $1.18M | Buy |
|
|||||
|
2023
Q1 | $1.08M | Buy |
|
|||||
|
2022
Q4 | $953K | Buy |
|
|||||
|
2022
Q3 | $862K | Buy |
|
|||||
|
2022
Q2 | $879K | Buy |
|
|||||
|
2022
Q1 | $985K | Buy |
|
|||||
|
2021
Q4 | $969K | Buy |
|
|||||
|
2021
Q3 | $909K | Buy |
|
|||||
|
2021
Q2 | $907K | Buy |
|
|||||
|
2021
Q1 | $850K | Buy |
|
|||||
|
2020
Q4 | $723K | Buy |
|
|||||
|
2020
Q3 | $536K | Sell |
|
|||||
|
2020
Q2 | $540K | Buy |
|
|||||
|
2020
Q1 | $365K | Buy |
|
|||||
|
2019
Q4 | $458K | Buy |
|
|||||
|
2019
Q3 | $419K | Sell |
|
|||||
|
2019
Q2 | $436K | Buy |
|
|||||
|
2019
Q1 | $400K | Buy |
|
|||||
|
2018
Q4 | $326K | Buy |
|
|||||
|
2018
Q3 | $362K | Buy |
|
|||||
|
2018
Q2 | $368K | Buy |
|
|||||
|
2018
Q1 | $313K | Sell |
|
|||||
|
2017
Q4 | $338K | Buy |
|