DHJJ Financial Advisors’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 | $5.94M | Buy |
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|
2025
Q2 | $5.53M | Sell |
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|
2025
Q1 | $5.51M | Sell |
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|
2024
Q4 | $5.85M | Sell |
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|
2024
Q3 | $6.03M | Buy |
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|
2024
Q2 | $5.35M | Sell |
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|
2024
Q1 | $5.62M | Sell |
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|
2023
Q4 | $6.99M | Sell |
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|
2023
Q3 | $6.3M | Buy |
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|
2023
Q2 | $6.58M | Buy |
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|
2023
Q1 | $6.13M | Buy |
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|
2022
Q4 | $5.72M | Sell |
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|
2022
Q3 | $5.98M | Buy |
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|
2022
Q2 | $6.18M | Buy |
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|
2022
Q1 | $7.25M | Buy |
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|
2021
Q4 | $7.51M | Buy |
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|
2021
Q3 | $6.88M | Buy |
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|
2021
Q2 | $6.68M | Buy |
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|
2021
Q1 | $6.21M | Sell |
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|
2020
Q4 | $5.71M | Buy |
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