Ironwood Wealth Management (Arizona)’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 | $1.02M | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.36M | Hold |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $953K | Hold |
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|
2022
Q2 | $953K | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $2.09M | Sell |
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|
2020
Q4 | $2.46M | Sell |
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|
2020
Q3 | $2.06M | Hold |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $2.3M | Sell |
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|
2019
Q4 | $5.67M | Sell |
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|
2019
Q3 | $5.67M | Sell |
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|
2019
Q2 | $9.81M | Buy |
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|
2019
Q1 | $8.99M | Buy |
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|
2018
Q4 | $7.68M | Buy |
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|
2018
Q3 | $9.05M | Buy |
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|
2018
Q2 | $8.34M | Buy |
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|
2017
Q3 | $7.7M | Buy |
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