Hilltop Wealth Advisors’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 | $4.72M | Buy |
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|
2025
Q2 | $4.41M | Sell |
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|
2025
Q1 | $4.13M | Sell |
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|
2024
Q4 | $4.58M | Sell |
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|
2024
Q3 | $4.77M | Sell |
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|
2024
Q2 | $4.5M | Sell |
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|
2024
Q1 | $5.02M | Sell |
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|
2023
Q4 | $5.17M | Buy |
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|
2023
Q3 | $4.62M | Sell |
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|
2023
Q2 | $4.86M | Buy |
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|
2023
Q1 | $4.58M | Sell |
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|
2022
Q4 | $4.54M | Buy |
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|
2022
Q3 | $4.08M | Sell |
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|
2022
Q2 | $4.66M | Buy |
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|
2022
Q1 | $4.96M | Buy |
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|
2021
Q4 | $5.03M | Buy |
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|
2021
Q3 | $4.76M | Buy |
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|
2021
Q2 | $4.85M | Buy |
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|
2021
Q1 | $4.5M | Sell |
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|
2020
Q4 | $6.11M | Buy |
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|
2020
Q3 | $4.89M | Buy |
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|
2020
Q2 | $4.49M | Buy |
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