Cornerstone Wealth Management’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 | $1.08M | Buy |
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|
2025
Q2 | $982K | Sell |
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|
2025
Q1 | $920K | Buy |
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|
2024
Q4 | $950K | Buy |
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|
2024
Q3 | $915K | Sell |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $899K | Buy |
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|
2023
Q4 | $824K | Buy |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $780K | Sell |
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|
2023
Q1 | $749K | Buy |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $736K | Buy |
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|
2022
Q1 | $884K | Sell |
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|
2021
Q4 | $951K | Sell |
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|
2021
Q3 | $933K | Sell |
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|
2021
Q2 | $985K | Buy |
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|
2021
Q1 | $881K | Sell |
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|
2020
Q4 | $819K | Sell |
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|
2020
Q3 | $680K | Buy |
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|
2020
Q2 | $634K | Buy |
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|
2020
Q1 | $485K | Sell |
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|
2019
Q4 | $704K | Buy |
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|
2019
Q3 | $604K | Buy |
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|
2019
Q2 | $580K | Sell |
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|
2019
Q1 | $2.37M | Buy |
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|
2018
Q4 | $465K | Sell |
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|
2018
Q3 | $5.52M | Sell |
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|
2018
Q2 | $8.6M | Buy |
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|
2018
Q1 | $388K | Buy |
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|
2017
Q4 | $373K | Buy |
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|
2017
Q3 | $284K | Buy |
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|
2017
Q2 | $218K | Buy |
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