Benchmark Wealth Management’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 | $1.46M | Hold |
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|
2025
Q1 | $1.36M | Hold |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.22M | Hold |
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|
2024
Q1 | $1.27M | Hold |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.11M | Hold |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $1.11M | Hold |
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|
2022
Q4 | $1.08M | Hold |
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|
2022
Q3 | $995K | Buy |
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|
2022
Q2 | $945K | Hold |
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|
2022
Q1 | $1.14M | Hold |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.16M | Hold |
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|
2021
Q2 | $1.18M | Hold |
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|
2021
Q1 | $1.12M | Hold |
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|
2020
Q4 | $1.03M | Hold |
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|
2020
Q3 | $836K | Hold |
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|
2020
Q2 | $793K | Hold |
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|
2020
Q1 | $635K | Sell |
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|
2019
Q4 | $971K | Buy |
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