Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.12M | Sell |
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|
2024
Q1 | $2.29M | Sell |
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|
2023
Q4 | $3.19M | Buy |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.8M | Sell |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $1.65M | Sell |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $262K | Sell |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q3 | $335K | Sell |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $348K | Buy |
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|
2018
Q4 | $292K | Buy |
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|
2018
Q3 | $317K | Sell |
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|
2018
Q2 | $334K | Sell |
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|
2018
Q1 | $338K | Sell |
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|
2017
Q4 | $346K | Sell |
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|
2017
Q3 | $326K | Sell |
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|
2017
Q2 | $315K | Sell |
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|
2017
Q1 | $327K | Buy |
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|
2016
Q4 | $311K | Sell |
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|
2016
Q3 | $305K | Buy |
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|
2016
Q2 | $293K | Buy |
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