Avidian Wealth Enterprises’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 | $816K | Sell |
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|
2025
Q2 | $814K | Sell |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.63M | Buy |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $397K | Sell |
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|
2022
Q4 | $653K | Buy |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $999K | Buy |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.29M | Buy |
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