JFS 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
Q2 | $1.58M | Buy |
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2025
Q1 | $1.48M | Buy |
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2024
Q4 | $1.56M | Sell |
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2024
Q3 | $1.56M | Buy |
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2024
Q2 | $1.41M | Sell |
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2024
Q1 | $1.5M | Buy |
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2023
Q4 | $1.38M | Sell |
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2023
Q3 | $1.66M | Sell |
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2023
Q2 | $1.78M | Buy |
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2023
Q1 | $1.7M | Sell |
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2022
Q4 | $1.69M | Sell |
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2022
Q3 | $1.65M | Buy |
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2022
Q2 | $1.69M | Sell |
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2022
Q1 | $2.1M | Sell |
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2021
Q4 | $2.29M | Sell |
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2021
Q3 | $2.2M | Sell |
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2021
Q2 | $2.33M | Sell |
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2021
Q1 | $2.25M | Buy |
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2020
Q4 | $2.03M | Sell |
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2020
Q3 | $1.88M | Sell |
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2020
Q2 | $1.85M | Sell |
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2020
Q1 | $1.71M | Sell |
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2019
Q4 | $2.84M | Buy |
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2019
Q3 | $2.67M | Sell |
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2019
Q2 | $2.71M | Buy |
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2019
Q1 | $2.56M | Buy |
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2018
Q4 | $2.18M | Buy |
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2018
Q3 | $501K | Sell |
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2018
Q2 | $703K | Buy |
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2018
Q1 | $667K | Buy |
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2017
Q4 | $599K | Buy |
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2017
Q3 | $464K | Buy |
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2017
Q2 | $297K | Buy |
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2017
Q1 | $277K | Hold |
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2016
Q4 | $277K | Buy |
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2016
Q3 | $230K | Buy |
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2016
Q2 | $212K | Buy |
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2016
Q1 | $201K | Hold |
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2015
Q4 | $198K | Buy |
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2015
Q3 | $187K | Buy |
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