Joule Financial’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 | $744K | Buy |
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|
2025
Q2 | $698K | Buy |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $681K | Sell |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $697K | Sell |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $595K | Sell |
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|
2023
Q2 | $638K | Sell |
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|
2023
Q1 | $609K | Sell |
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|
2022
Q4 | $631K | Buy |
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|
2022
Q3 | $580K | Sell |
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|
2022
Q2 | $618K | Buy |
|