Goepper Burkhardt’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 | $1.06M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $980K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $910K | Sell |
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|
2022
Q3 | $921K | Sell |
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|
2022
Q2 | $987K | Sell |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.4M | Sell |
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|
2021
Q1 | $1.71M | Sell |
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|
2020
Q4 | $1.86M | Buy |
|