Financial Synergies 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 | $6.38M | Buy |
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|
2025
Q1 | $5.8M | Sell |
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|
2024
Q4 | $6.32M | Buy |
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|
2024
Q3 | $6.17M | Buy |
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|
2024
Q2 | $5.67M | Sell |
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|
2024
Q1 | $6.07M | Buy |
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|
2023
Q4 | $4.59M | Sell |
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|
2023
Q3 | $5.26M | Buy |
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|
2023
Q2 | $5.48M | Buy |
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|
2023
Q1 | $4.74M | Sell |
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|
2022
Q4 | $4.59M | Buy |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $625K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $226K | Buy |
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