Centaurus 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
Q3 | $269K | Sell |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $180K | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $3.2M | Sell |
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|
2021
Q3 | $3.11M | Buy |
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|
2021
Q2 | $2.98M | Buy |
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|
2021
Q1 | $1.84M | Sell |
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|
2020
Q4 | $2.67M | Buy |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $1.27M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $11.4K | Buy |
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|
2018
Q4 | $4 | Buy |
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|
2018
Q3 | $235 | Sell |
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|
2018
Q2 | $223K | Buy |
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|
2018
Q1 | $214K | Buy |
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