Charles Schwab’s Sanara MedTech SMTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
9,221
-2,135
| -19% | -$60.6K | ﹤0.01% | 3341 |
|
|
2025
Q1 | $351K | Hold |
11,356
| – | – | ﹤0.01% | 3170 |
|
|
2024
Q4 | $377K | Hold |
11,356
| – | – | ﹤0.01% | 3221 |
|
|
2024
Q3 | $343K | Hold |
11,356
| – | – | ﹤0.01% | 3258 |
|
|
2024
Q2 | $320K | Buy |
11,356
+1,024
| +10% | +$28.9K | ﹤0.01% | 3352 |
|
|
2024
Q1 | $382K | Hold |
10,332
| – | – | ﹤0.01% | 3120 |
|
|
2023
Q4 | $425K | Hold |
10,332
| – | – | ﹤0.01% | 3133 |
|
|
2023
Q3 | $322K | Hold |
10,332
| – | – | ﹤0.01% | 3196 |
|
|
2023
Q2 | $414K | Buy |
+10,332
| New | +$414K | ﹤0.01% | 3141 |
|