Kaizen Financial Strategies’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 | $319K | Buy |
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|
2025
Q1 | $297K | Buy |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $313K | Buy |
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