Glassman Wealth Services’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 | $38.6K | Hold |
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|
2025
Q2 | $36.5K | Hold |
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|
2025
Q1 | $34.1K | Sell |
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|
2024
Q4 | $38.7K | Hold |
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|
2024
Q3 | $38.6K | Sell |
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|
2024
Q2 | $200K | Buy |
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|
2024
Q1 | $65.4K | Hold |
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|
2023
Q4 | $60.5K | Hold |
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|
2023
Q3 | $54.3K | Buy |
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|
2023
Q2 | $14.3K | Hold |
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|
2023
Q1 | $13.6K | Hold |
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|
2022
Q4 | $13.2K | Hold |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $23K | Buy |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $10K | Buy |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Sell |
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|
2020
Q1 | $49K | Buy |
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|
2019
Q4 | $32K | Buy |
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|
2019
Q3 | $28K | Sell |
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|
2019
Q2 | $40K | Buy |
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