John W. Brooker & Co’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 | $1.97M | Sell |
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|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $6.5M | Sell |
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|
2024
Q4 | $6.9M | Sell |
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|
2024
Q3 | $6.97M | Buy |
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|
2024
Q2 | $6.42M | Sell |
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|
2024
Q1 | $7.03M | Buy |
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|
2023
Q4 | $6.46M | Sell |
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|
2023
Q3 | $5.81M | Sell |
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|
2023
Q2 | $6.26M | Buy |
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|
2023
Q1 | $5.96M | Sell |
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|
2022
Q4 | $5.78M | Buy |
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|
2022
Q3 | $5.2M | Buy |
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|
2022
Q2 | $5.36M | Buy |
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|
2022
Q1 | $6.43M | Buy |
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|
2021
Q4 | $6.69M | Buy |
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|
2021
Q3 | $6.21M | Buy |
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|
2021
Q2 | $6.11M | Buy |
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|
2021
Q1 | $5.6M | Buy |
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|
2020
Q4 | $4.78M | Buy |
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|
2020
Q3 | $3.37M | Sell |
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|
2020
Q2 | $3.22M | Buy |
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|
2020
Q1 | $2.53M | Buy |
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|
2019
Q4 | $3.46M | Buy |
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