Aurora Private Wealth’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 | $895K | Buy |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $514K | Sell |
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|
2024
Q3 | $515K | Buy |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $494K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $7.83M | Buy |
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|
2022
Q2 | $7.81M | Buy |
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|
2022
Q1 | $9.29M | Buy |
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|
2021
Q4 | $9.47M | Buy |
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|
2021
Q3 | $8.73M | Buy |
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|
2021
Q2 | $8.58M | Buy |
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|
2021
Q1 | $7.64M | Buy |
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|
2020
Q4 | $6.03M | Buy |
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|
2020
Q3 | $4.73M | Buy |
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|
2020
Q2 | $4.35M | Sell |
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|
2020
Q1 | $6.01M | Buy |
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|
2019
Q4 | $5.36M | Buy |
|