Guardian 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 | – | Sell |
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|
2025
Q1 | $33.6K | Buy |
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|
2024
Q4 | $35.5K | Buy |
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|
2024
Q3 | $35.5K | Buy |
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|
2024
Q2 | $33.2K | Sell |
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|
2024
Q1 | $41.5K | Buy |
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|
2023
Q4 | $38.4K | Buy |
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|
2023
Q3 | $34.4K | Buy |
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|
2023
Q2 | $36K | Buy |
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|
2023
Q1 | $34.4K | Sell |
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|
2022
Q4 | $39.9K | Buy |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $38K | Buy |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q4 | $48K | Buy |
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