Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.07K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $38.6K | Sell |
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|
2022
Q3 | $67K | Sell |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $239K | Hold |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $294K | Buy |
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