Coston McIsaac & Partners’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 | $44K | Sell |
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|
2025
Q1 | $56K | Sell |
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|
2024
Q4 | $84K | Hold |
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|
2024
Q3 | $84 | Hold |
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|
2024
Q2 | $79K | Hold |
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|
2024
Q1 | $83K | Hold |
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|
2023
Q4 | $76K | Hold |
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|
2023
Q3 | $69K | Hold |
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|
2023
Q2 | $72K | Hold |
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|
2023
Q1 | $69K | Hold |
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|
2022
Q4 | $66 | Hold |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $64K | Buy |
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