Geneos Wealth Management’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 | $43.8K | Hold |
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|
2025
Q2 | $41.5K | Sell |
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|
2025
Q1 | $61.2K | Buy |
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|
2024
Q4 | $26.6K | Hold |
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|
2024
Q3 | $26.6K | Hold |
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|
2024
Q2 | $24.9K | Sell |
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|
2024
Q1 | $42.3K | Hold |
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|
2023
Q4 | $39.2K | Hold |
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|
2023
Q3 | $35.2K | Hold |
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|
2023
Q2 | $36.9K | Hold |
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|
2023
Q1 | $35.3K | Hold |
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|
2022
Q4 | $34.1K | Hold |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $38K | Sell |
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|
2021
Q1 | $47K | Buy |
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|
2020
Q4 | $36K | Buy |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $71K | Sell |
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|
2019
Q3 | $112K | Sell |
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|
2019
Q2 | $114K | Hold |
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|
2019
Q1 | $111K | Sell |
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|
2018
Q4 | $118K | Sell |
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|
2018
Q3 | $144K | Buy |
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|
2018
Q2 | $100K | Buy |
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|
2018
Q1 | $93K | Buy |
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|
2017
Q4 | $52K | Hold |
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|
2017
Q3 | $49K | Buy |
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