Beacon Capital Management LLC (Tennessee)’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
Sell
2025
Q2
$13K Hold
2025
Q1
$12.2K Hold
2024
Q4
$12.9K Hold
2024
Q3
$12.9K Buy
2023
Q1
Sell
2022
Q4
$2.62K Hold
2022
Q3
$3K Sell
2022
Q2
$6K Hold
2022
Q1
$6K Buy