Game Plan Financial 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 | $4.31M | Sell |
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|
2025
Q1 | $4.67M | Buy |
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|
2024
Q4 | $4.9M | Buy |
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|
2024
Q3 | $4.56M | Buy |
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|
2024
Q2 | $3.7M | Buy |
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|
2024
Q1 | $3.87M | Buy |
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|
2023
Q4 | $3.57M | Buy |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.17M | Sell |
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|
2022
Q2 | $2.37M | Sell |
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|
2022
Q1 | $4.67M | Buy |
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|
2021
Q4 | $4.89M | Buy |
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|
2021
Q3 | $4.6M | Buy |
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|
2021
Q2 | $4.64M | Sell |
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|
2021
Q1 | $4.62M | Sell |
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|
2020
Q4 | $4.29M | Buy |
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|
2020
Q3 | $3.36M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $1.92M | Buy |
|