Carolina Wealth 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 | $883K | Sell |
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|
2025
Q2 | $4.03M | Sell |
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|
2025
Q1 | $3.81M | Sell |
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|
2024
Q4 | $4.08M | Sell |
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|
2024
Q3 | $4.48M | Sell |
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|
2024
Q2 | $4.28M | Buy |
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|
2024
Q1 | $4.13M | Buy |
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|
2023
Q4 | $3.76M | Sell |
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|
2023
Q3 | $3.42M | Sell |
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|
2023
Q2 | $3.84M | Buy |
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|
2023
Q1 | $3.62M | Sell |
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|
2022
Q4 | $3.54M | Sell |
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|
2022
Q3 | $3.28M | Buy |
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|
2022
Q2 | $3.36M | Sell |
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|
2022
Q1 | $4.15M | Buy |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $4.04M | Buy |
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|
2021
Q2 | $4.08M | Sell |
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|
2021
Q1 | $3.99M | Sell |
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|
2020
Q4 | $3.8M | Sell |
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|
2020
Q3 | $4M | Buy |
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|
2020
Q2 | $3.68M | Buy |
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|
2020
Q1 | $2.91M | Buy |
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|
2019
Q4 | $3.58M | Buy |
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