Csenge Advisory 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
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $895K | Sell |
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|
2024
Q1 | $944K | Sell |
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|
2023
Q4 | $944K | Sell |
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|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $897K | Sell |
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|
2022
Q4 | $898K | Sell |
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|
2022
Q3 | $933K | Buy |
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|
2022
Q2 | $814K | Buy |
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