Kathleen S. Wright 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
Q3 | $2.93K | Hold |
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|
2025
Q2 | $2.78K | Sell |
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|
2025
Q1 | $43.6K | Hold |
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|
2024
Q4 | $46.1K | Hold |
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|
2024
Q3 | $46.1K | Hold |
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|
2024
Q2 | $43.2K | Buy |
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|
2024
Q1 | $44.8K | Buy |
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|
2023
Q4 | $40.6K | Sell |
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|
2023
Q3 | $127K | Buy |
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|
2023
Q2 | $132K | Buy |
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|
2023
Q1 | $122K | Sell |
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|
2022
Q4 | $145K | Buy |
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|
2022
Q3 | $133K | Buy |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $146K | Buy |
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|
2021
Q4 | $100K | Buy |
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