Elwood & Goetz Wealth Advisory Group’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 | $10.6M | Sell |
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|
2025
Q2 | $28.8M | Sell |
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|
2025
Q1 | $28.4M | Buy |
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|
2024
Q4 | $29.4M | Buy |
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|
2024
Q3 | $28.3M | Buy |
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|
2024
Q2 | $25.2M | Buy |
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|
2024
Q1 | $25.4M | Buy |
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|
2023
Q4 | $23M | Sell |
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|
2023
Q3 | $20.7M | Sell |
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|
2023
Q2 | $22.6M | Buy |
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|
2023
Q1 | $20.9M | Buy |
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|
2022
Q4 | $18.6M | Buy |
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|
2022
Q3 | $16M | Buy |
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|
2022
Q2 | $16M | Sell |
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|
2022
Q1 | $20.7M | Buy |
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|
2021
Q4 | $21.4M | Buy |
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|
2021
Q3 | $19.5M | Buy |
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|
2021
Q2 | $18.4M | Buy |
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|
2021
Q1 | $16.8M | Buy |
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|
2020
Q4 | $14.6M | Buy |
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|
2020
Q3 | $11.8M | Buy |
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|
2020
Q2 | $10.4M | Buy |
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|
2020
Q1 | $7.83M | Buy |
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|
2019
Q4 | $10.3M | Buy |
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|
2019
Q3 | $9.06M | Buy |
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|
2019
Q2 | $8.27M | Buy |
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|
2019
Q1 | $7.65M | Buy |
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|
2018
Q4 | $6.1M | Buy |
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