Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $240K | Hold |
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|
2024
Q3 | $240K | Hold |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $292K | Sell |
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|
2021
Q2 | $302K | Hold |
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|
2021
Q1 | $287K | Hold |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q2 | $203K | Buy |
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