Elmwood 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
Q3 | $340K | Hold |
|
|||||
|
2025
Q2 | $322K | Buy |
|
|||||
|
2025
Q1 | $301K | Hold |
|
|||||
|
2024
Q4 | $318K | Buy |
|
|||||
|
2024
Q3 | $318K | Hold |
|
|||||
|
2024
Q2 | $298K | Hold |
|
|||||
|
2024
Q1 | $312K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $279K | Sell |
|
|||||
|
2023
Q2 | $295K | Buy |
|
|||||
|
2023
Q1 | $282K | Sell |
|
|||||
|
2022
Q4 | $299K | Buy |
|
|||||
|
2022
Q3 | $254K | Hold |
|
|||||
|
2022
Q2 | $263K | Hold |
|
|||||
|
2022
Q1 | $319K | Buy |
|
|||||
|
2021
Q4 | $338K | Buy |
|
|||||
|
2021
Q2 | $329K | Hold |
|
|||||
|
2021
Q1 | $313K | Buy |
|
|||||
|
2020
Q3 | $198K | Hold |
|
|||||
|
2020
Q2 | $198K | Buy |
|