HB 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 | $9.67M | Buy |
|
|||||
|
2025
Q2 | $9.14M | Sell |
|
|||||
|
2025
Q1 | $8.77M | Buy |
|
|||||
|
2024
Q4 | $9.22M | Buy |
|
|||||
|
2024
Q3 | $9.19M | Buy |
|
|||||
|
2024
Q2 | $8.61M | Sell |
|
|||||
|
2024
Q1 | $9.01M | Buy |
|
|||||
|
2023
Q4 | $8.33M | Sell |
|
|||||
|
2023
Q3 | $7.51M | Buy |
|
|||||
|
2023
Q2 | $7.87M | Sell |
|
|||||
|
2023
Q1 | $7.56M | Sell |
|
|||||
|
2022
Q4 | $7.66M | Sell |
|
|||||
|
2022
Q3 | $7.72M | Sell |
|
|||||
|
2022
Q2 | $8.06M | Buy |
|
|||||
|
2022
Q1 | $3.44M | Buy |
|
|||||
|
2021
Q4 | $3.54M | Buy |
|