Avion 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
Q3 | $238K | Buy |
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|
2025
Q2 | $225K | Buy |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | $192K | Buy |
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|
2023
Q4 | $177K | Hold |
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|
2023
Q3 | $158K | Hold |
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|
2023
Q2 | $166K | Buy |
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|
2023
Q1 | $153K | Buy |
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|
2022
Q4 | $141K | Hold |
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|
2022
Q3 | $142K | Buy |
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|
2022
Q2 | $141K | Buy |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $10K | Buy |
|