Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $24.9M | Buy |
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|
2023
Q3 | $20.8M | Sell |
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|
2023
Q2 | $25.2M | Buy |
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|
2023
Q1 | $24M | Buy |
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|
2022
Q4 | $21.8M | Buy |
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|
2022
Q3 | $19.9M | Buy |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $14.9M | Buy |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $12.7M | Buy |
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|
2021
Q2 | $10.4M | Buy |
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|
2021
Q1 | $8.62M | Buy |
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|
2020
Q4 | $6.98M | Buy |
|