Creegan & Nassoura Financial Group’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 | $603K | Hold |
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|
2025
Q2 | $571K | Hold |
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|
2025
Q1 | $533K | Hold |
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|
2024
Q4 | $564K | Hold |
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|
2024
Q3 | $563K | Hold |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $552K | Hold |
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|
2023
Q4 | $511K | Sell |
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|
2023
Q3 | $466K | Hold |
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|
2023
Q2 | $489K | Hold |
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|
2023
Q1 | $467K | Hold |
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|
2022
Q4 | $451K | Hold |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $537K | Sell |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $558K | Hold |
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|
2021
Q2 | $570K | Hold |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $532K | Hold |
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|
2020
Q3 | $433K | Sell |
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|
2020
Q2 | $419K | Sell |
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|
2020
Q1 | $342K | Hold |
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|
2019
Q4 | $488K | Buy |
|