Black Diamond Financial’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 | $7.53M | Buy |
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|
2025
Q1 | $6.96M | Buy |
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|
2024
Q4 | $7.3M | Sell |
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|
2024
Q3 | $7.32M | Sell |
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|
2024
Q2 | $6.9M | Buy |
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|
2024
Q1 | $6.67M | Hold |
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|
2023
Q4 | $6.67M | Sell |
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|
2023
Q3 | $6M | Buy |
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|
2023
Q2 | $6.26M | Sell |
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|
2023
Q1 | $6.04M | Buy |
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|
2022
Q4 | $5.8M | Sell |
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|
2022
Q3 | $5.36M | Buy |
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|
2022
Q2 | $5.11M | Sell |
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|
2022
Q1 | $6.43M | Sell |
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|
2021
Q4 | $7.08M | Buy |
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|
2021
Q3 | $6.04M | Sell |
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|
2021
Q2 | $7.21M | Buy |
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|
2021
Q1 | $6.54M | Buy |
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|
2020
Q4 | $5.42M | Buy |
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|
2020
Q3 | $4.24M | Sell |
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|
2020
Q2 | $4.04M | Sell |
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|
2020
Q1 | $4.53M | Sell |
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|
2019
Q4 | $6.66M | Sell |
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|
2019
Q3 | $6.37M | Buy |
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|
2019
Q2 | $5.7M | Buy |
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|
2019
Q1 | $5.34M | Sell |
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|
2018
Q4 | $4.99M | Buy |
|