Carson Wealth (CWM 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
Q3 | $5.29M | Sell |
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|
2025
Q2 | $5.85M | Sell |
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|
2025
Q1 | $6.55M | Sell |
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|
2024
Q4 | $7.35M | Buy |
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|
2024
Q3 | $7.29M | Sell |
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|
2024
Q2 | $6.91M | Sell |
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|
2024
Q1 | $7.67M | Sell |
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|
2023
Q4 | $7.22M | Buy |
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|
2023
Q3 | $6.18M | Sell |
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|
2023
Q2 | $6.7M | Buy |
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|
2023
Q1 | $5.46M | Buy |
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|
2022
Q4 | $65K | Sell |
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|
2022
Q3 | $104K | Buy |
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|
2022
Q2 | $108K | Buy |
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|
2022
Q1 | $107K | Buy |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $24K | Hold |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $24K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $24K | Sell |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $35K | Buy |
|