GSB 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
Q2
$17K Buy
2025
Q1
$16K Buy
2024
Q4
Sell
2024
Q3
$16.4K Buy
2023
Q3
Sell
2023
Q2
$68.4K Buy
2023
Q1
$61.8K Buy