EverSource Wealth 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 | $423K | Buy |
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|
2025
Q2 | $28.9K | Hold |
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|
2025
Q1 | $27K | Hold |
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|
2024
Q4 | $28.5K | Hold |
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|
2024
Q3 | $28.5K | Hold |
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|
2024
Q2 | $27.9K | Hold |
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|
2024
Q1 | $26.2K | Buy |
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|
2023
Q4 | $14.7K | Hold |
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|
2023
Q3 | $13.2K | Hold |
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|
2023
Q2 | $13.9K | Hold |
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|
2023
Q1 | $13.2K | Hold |
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|
2022
Q4 | $12.8K | Buy |
|