Eley Financial 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 | $721K | Sell |
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|
2025
Q1 | $701K | Buy |
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|
2024
Q4 | $734K | Sell |
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|
2024
Q3 | $756K | Sell |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $761K | Sell |
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|
2023
Q4 | $721K | Buy |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $722K | Buy |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $695K | Buy |
|