IAG Wealth Partners’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 | $1.11M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.69M | Buy |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $1.63M | Sell |
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|
2020
Q1 | $4.02M | Sell |
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|
2019
Q4 | $6.91M | Buy |
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