Kestra Private Wealth Services’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 | $318K | Sell |
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|
2025
Q2 | $342K | Sell |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $222K | Buy |
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