Exencial 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
Q2 | $36.2M | Buy |
|
|||||
|
2025
Q1 | $32.6M | Buy |
|
|||||
|
2024
Q4 | $30.7M | Buy |
|
|||||
|
2024
Q3 | $29.2M | Buy |
|
|||||
|
2024
Q2 | $25.8M | Sell |
|
|||||
|
2024
Q1 | $27M | Buy |
|
|||||
|
2023
Q4 | $22.9M | Buy |
|
|||||
|
2023
Q3 | $18.9M | Buy |
|
|||||
|
2023
Q2 | $18.2M | Buy |
|
|||||
|
2023
Q1 | $15.8M | Buy |
|
|||||
|
2022
Q4 | $14.3M | Buy |
|
|||||
|
2022
Q3 | $12.7M | Buy |
|
|||||
|
2022
Q2 | $12.5M | Buy |
|
|||||
|
2022
Q1 | $14.2M | Buy |
|
|||||
|
2021
Q4 | $13.8M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $11.5M | Buy |
|
|||||
|
2021
Q1 | $10.2M | Buy |
|
|||||
|
2020
Q4 | $8.97M | Buy |
|
|||||
|
2020
Q3 | $7.3M | Sell |
|
|||||
|
2020
Q2 | $7.01M | Buy |
|
|||||
|
2020
Q1 | $4.08M | Buy |
|
|||||
|
2019
Q4 | $4.85M | Buy |
|
|||||
|
2019
Q3 | $2.91M | Buy |
|