Continuum 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
Q2 | $577K | Sell |
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|
2025
Q1 | $561K | Sell |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $662K | Sell |
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|
2024
Q2 | $643K | Sell |
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|
2024
Q1 | $692K | Sell |
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|
2023
Q4 | $648K | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $624K | Hold |
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|
2023
Q1 | $596K | Sell |
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|
2022
Q4 | $2.16M | Buy |
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