Keystone 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 | $347K | Buy |
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|
2025
Q2 | $328K | Buy |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $499K | Sell |
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|
2021
Q4 | $582K | Buy |
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