Great Waters 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 | $1.1M | Buy |
|
|||||
|
2025
Q2 | $1.03M | Sell |
|
|||||
|
2025
Q1 | $987K | Sell |
|
|||||
|
2024
Q4 | $1.05M | Sell |
|
|||||
|
2024
Q3 | $1.08M | Sell |
|
|||||
|
2024
Q2 | $1.03M | Sell |
|
|||||
|
2024
Q1 | $1.11M | Sell |
|
|||||
|
2023
Q4 | $1.02M | Sell |
|
|||||
|
2023
Q3 | $1.18M | Sell |
|
|||||
|
2023
Q2 | $1.31M | Sell |
|
|||||
|
2023
Q1 | $1.33M | Sell |
|
|||||
|
2022
Q4 | $1.44M | Buy |
|