Continuum Advisory’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 | $469K | Sell |
|
|||||
|
2025
Q2 | $449K | Buy |
|
|||||
|
2025
Q1 | $18.9K | Sell |
|
|||||
|
2024
Q4 | $50.2K | Sell |
|
|||||
|
2024
Q3 | $22K | Sell |
|
|||||
|
2024
Q2 | $91.6K | Buy |
|
|||||
|
2024
Q1 | $93.8K | Sell |
|
|||||
|
2023
Q4 | $1.42M | Sell |
|
|||||
|
2023
Q3 | $1.3M | Sell |
|
|||||
|
2023
Q2 | $1.41M | Buy |
|
|||||
|
2023
Q1 | $1.33M | Sell |
|
|||||
|
2022
Q4 | $1.35M | Sell |
|
|||||
|
2022
Q3 | $1.28M | Sell |
|
|||||
|
2022
Q2 | $1.43M | Buy |
|
|||||
|
2022
Q1 | $1.59M | Sell |
|
|||||
|
2021
Q4 | $1.86M | Buy |
|
|||||
|
2021
Q3 | $1.58M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $340K | Sell |
|
|||||
|
2019
Q3 | $332K | Sell |
|
|||||
|
2019
Q2 | $344K | Buy |
|
|||||
|
2019
Q1 | $267K | Sell |
|
|||||
|
2018
Q4 | $229K | Buy |
|
|||||
|
2018
Q3 | $274K | Sell |
|
|||||
|
2018
Q2 | $267K | Sell |
|
|||||
|
2018
Q1 | $260K | Sell |
|
|||||
|
2017
Q4 | $270K | Sell |
|
|||||
|
2017
Q3 | $274K | Buy |
|
|||||
|
2017
Q2 | $217K | Buy |
|