Independent Solutions 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 | $4.03M | Buy |
|
|||||
|
2025
Q1 | $3.57M | Buy |
|
|||||
|
2024
Q4 | $3.65M | Sell |
|
|||||
|
2024
Q3 | $3.92M | Sell |
|
|||||
|
2024
Q2 | $4.05M | Buy |
|
|||||
|
2024
Q1 | $4.23M | Buy |
|
|||||
|
2023
Q4 | $3.74M | Buy |
|
|||||
|
2023
Q3 | $3.29M | Buy |
|
|||||
|
2023
Q2 | $3.04M | Buy |
|
|||||
|
2023
Q1 | $2.78M | Sell |
|
|||||
|
2022
Q4 | $2.76M | Buy |
|
|||||
|
2022
Q3 | $2.19M | Buy |
|
|||||
|
2022
Q2 | $2.13M | Sell |
|
|||||
|
2022
Q1 | $2.6M | Sell |
|
|||||
|
2021
Q4 | $2.81M | Buy |
|
|||||
|
2021
Q3 | $2.61M | Buy |
|
|||||
|
2021
Q2 | $2.66M | Buy |
|
|||||
|
2021
Q1 | $2.21M | Sell |
|
|||||
|
2020
Q4 | $2.17M | Sell |
|
|||||
|
2020
Q3 | $2.12M | Sell |
|
|||||
|
2020
Q2 | $2.44M | Sell |
|
|||||
|
2020
Q1 | $2.06M | Buy |
|
|||||
|
2019
Q4 | $2.86M | Buy |
|