Joseph P. Lucia & Associates’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 | $2.1M | Sell |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $2.15M | Sell |
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|
2024
Q3 | $2.22M | Sell |
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|
2024
Q2 | $2.11M | Sell |
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|
2024
Q1 | $2.26M | Sell |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $1.91M | Sell |
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|
2022
Q2 | $1.99M | Sell |
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|
2022
Q1 | $2.55M | Sell |
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|
2021
Q4 | $2.78M | Sell |
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|
2021
Q3 | $2.66M | Sell |
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|
2021
Q2 | $2.72M | Buy |
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|
2021
Q1 | $2.57M | Buy |
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|
2020
Q4 | $2.34M | Sell |
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|
2020
Q3 | $1.91M | Sell |
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|
2020
Q2 | $1.88M | Sell |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $2.29M | Sell |
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|
2019
Q3 | $2.17M | Sell |
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|
2019
Q2 | $2.26M | Sell |
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|
2019
Q1 | $35.3K | Buy |
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