Fortitude Advisory Group’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 | $923K | Sell |
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|
2025
Q2 | $888K | Buy |
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|
2025
Q1 | $728K | Buy |
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|
2024
Q4 | $827K | Buy |
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|
2024
Q3 | $816K | Buy |
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|
2024
Q2 | $752K | Buy |
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|
2024
Q1 | $754K | Buy |
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|
2023
Q4 | $673K | Sell |
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|
2023
Q3 | $612K | Sell |
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|
2023
Q2 | $739K | Sell |
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|
2023
Q1 | $796K | Sell |
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|
2022
Q4 | $878K | Buy |
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|
2022
Q3 | $798K | Sell |
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|
2022
Q2 | $834K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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