Bogart Wealth LLC’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 | $2.87M | Buy |
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|
2025
Q1 | $2.63M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $993K | Buy |
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|
2023
Q1 | $930K | Sell |
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|
2022
Q4 | $4.22M | Buy |
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|
2022
Q3 | $3.17M | Buy |
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|
2022
Q2 | $2.86M | Sell |
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|
2022
Q1 | $3.86M | Buy |
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|
2021
Q4 | $4.03M | Buy |
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|
2021
Q3 | $2.9M | Sell |
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|
2021
Q2 | $3.02M | Buy |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $741K | Sell |
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|
2020
Q2 | $792K | Sell |
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|
2020
Q1 | $804K | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $857K | Buy |
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|
2019
Q2 | $857K | Buy |
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|
2019
Q1 | $811K | Buy |
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|
2018
Q4 | $403K | Buy |
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|
2018
Q3 | $400K | Buy |
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|
2018
Q2 | $361K | Sell |
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|
2018
Q1 | $13.5M | Buy |
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|
2017
Q4 | $11.7M | Buy |
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|
2017
Q3 | $10.8M | Sell |
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|
2017
Q2 | $10.8M | Buy |
|