Beaumont Financial Advisors’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 | $1.78M | Sell |
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|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.8M | Sell |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.84M | Sell |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.95M | Sell |
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|
2023
Q1 | $2.08M | Sell |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $474K | Hold |
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|
2021
Q4 | $502K | Hold |
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|
2021
Q3 | $479K | Hold |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $486K | Sell |
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|
2020
Q4 | $496K | Sell |
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|
2020
Q3 | $414K | Sell |
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|
2020
Q2 | $450K | Sell |
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|
2020
Q1 | $514K | Buy |
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