Bouchey Financial Group’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 | $1.08M | Buy |
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|
2025
Q1 | $1.01M | Hold |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1M | Hold |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $395K | Hold |
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $373K | Hold |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $344K | Hold |
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|
2022
Q3 | $318K | Hold |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $398K | Hold |
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|
2021
Q4 | $422K | Hold |
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|
2021
Q3 | $402K | Hold |
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|
2021
Q2 | $411K | Sell |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $376K | Buy |
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|
2020
Q3 | $306K | Buy |
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|
2020
Q2 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $362K | Buy |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $343K | Hold |
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|
2019
Q1 | $333K | Hold |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $276K | Buy |
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|
2018
Q1 | $266K | Sell |
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|
2017
Q4 | $6.36M | Sell |
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|
2017
Q3 | $6.01M | Sell |
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|
2017
Q2 | $5.79M | Sell |
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|
2017
Q1 | $5.76M | Sell |
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|
2016
Q4 | $5.71M | Sell |
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|
2016
Q3 | $5.58M | Sell |
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|
2016
Q2 | $5.55M | Sell |
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|
2016
Q1 | $5.43M | Buy |
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|
2015
Q4 | $5.29M | Sell |
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|
2015
Q3 | $5.23M | Buy |
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|
2015
Q2 | $5.33M | Buy |
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|
2015
Q1 | $5.14M | Buy |
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|
2014
Q4 | $4.76M | Buy |
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|
2014
Q3 | $4.05M | Buy |
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|
2014
Q2 | $3.91M | Buy |
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|
2014
Q1 | $2M | Buy |
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|
2013
Q4 | $1.84M | Buy |
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