Atria Wealth Solutions’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 | $823K | Sell |
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|
2025
Q1 | $830K | Sell |
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|
2024
Q4 | $915K | Buy |
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|
2024
Q3 | $893K | Sell |
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|
2024
Q2 | $852K | Sell |
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|
2024
Q1 | $928K | Sell |
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|
2023
Q4 | $943K | Buy |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $720K | Buy |
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|
2022
Q4 | $684K | Sell |
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|
2022
Q3 | $968K | Buy |
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|
2022
Q2 | $971K | Buy |
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|
2022
Q1 | $1.12M | Buy |
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