Kelman-Lazarov Inc’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 | $1.42M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $970K | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $320K | Sell |
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|
2022
Q2 | $492K | Buy |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $215K | Buy |
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