Family Investment Center’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 | $4.45M | Sell |
|
|||||
|
2025
Q1 | $4.22M | Sell |
|
|||||
|
2024
Q4 | $4.72M | Sell |
|
|||||
|
2024
Q3 | $4.92M | Buy |
|
|||||
|
2024
Q2 | $4.56M | Sell |
|
|||||
|
2024
Q1 | $4.84M | Sell |
|
|||||
|
2023
Q4 | $4.77M | Buy |
|
|||||
|
2023
Q3 | $4.19M | Buy |
|
|||||
|
2023
Q2 | $4.38M | Sell |
|
|||||
|
2023
Q1 | $4.26M | Sell |
|
|||||
|
2022
Q4 | $4.14M | Buy |
|