EPG 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
Q1 | – | Sell |
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|
2024
Q4 | $2.25K | Hold |
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|
2024
Q3 | $2.24K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $27K | Hold |
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|
2023
Q4 | $24.7K | Hold |
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|
2023
Q3 | $22.4K | Hold |
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|
2023
Q2 | $23.5K | Hold |
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|
2023
Q1 | $22.5K | Hold |
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|
2022
Q4 | $21.7K | Hold |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $28K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $22K | Buy |
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