Aspire 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
Q3 | $414K | Hold |
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|
2025
Q2 | $392K | Hold |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $415K | Hold |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $367K | Buy |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $762K | Sell |
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|
2022
Q3 | $921K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $985K | Buy |
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