Ascension Capital 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 | $275K | Hold |
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|
2025
Q1 | $257K | Hold |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $275K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $259K | Hold |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $371K | Sell |
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|
2021
Q1 | $472K | Sell |
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|
2020
Q4 | $441K | Sell |
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|
2020
Q3 | $579K | Sell |
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|
2020
Q2 | $726K | Buy |
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|
2020
Q1 | $575K | Sell |
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|
2019
Q4 | $2.12M | Buy |
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