CVA Family Office’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 | $1.66M | Buy |
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|
2025
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $964K | Buy |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $543K | Buy |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $338K | Buy |
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|
2020
Q4 | $309K | Buy |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $491K | Buy |
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|
2019
Q4 | $235K | Buy |
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