Independent Advisor Alliance’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 | $249K | Sell |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $520K | Sell |
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|
2024
Q1 | $584K | Buy |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $407K | Sell |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q3 | $466K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.11M | Buy |
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