Ausdal Financial Partners’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 | $7.83M | Buy |
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|
2025
Q1 | $7.3M | Buy |
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|
2024
Q4 | $7.57M | Buy |
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|
2024
Q3 | $7.44M | Buy |
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|
2024
Q2 | $6.79M | Buy |
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|
2024
Q1 | $7.04M | Sell |
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|
2023
Q4 | $6.57M | Buy |
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|
2023
Q3 | $5.7M | Buy |
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|
2023
Q2 | $5.89M | Buy |
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|
2023
Q1 | $5.43M | Sell |
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|
2022
Q4 | $5.4M | Sell |
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|
2022
Q3 | $5.05M | Sell |
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|
2022
Q2 | $5.49M | Sell |
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|
2022
Q1 | $7.55M | Sell |
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|
2021
Q4 | $8.2M | Buy |
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|
2021
Q3 | $7.38M | Buy |
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|
2021
Q2 | $7.06M | Buy |
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|
2021
Q1 | $6.06M | Buy |
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|
2020
Q4 | $4.69M | Buy |
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|
2020
Q3 | $3.2M | Buy |
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|
2020
Q2 | $2.16M | Buy |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $1.8M | Buy |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $1.52M | Buy |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.57M | Buy |
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|
2018
Q2 | $1.36M | Buy |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $801K | Buy |
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|
2017
Q3 | $676K | Buy |
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|
2017
Q2 | $577K | Buy |
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|
2017
Q1 | $382K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $10K | Buy |
|