Level Four Advisory 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 | $514K | Sell |
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|
2025
Q2 | $501K | Sell |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $503K | Sell |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $713K | Hold |
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|
2023
Q4 | $713K | Sell |
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|
2023
Q3 | $727K | Buy |
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|
2023
Q2 | $692K | Buy |
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|
2023
Q1 | $212K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $363K | Sell |
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|
2019
Q4 | $2.11M | Sell |
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|
2019
Q3 | $2.25M | Sell |
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|
2019
Q2 | $3.93M | Sell |
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|
2019
Q1 | $4.09M | Sell |
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|
2018
Q4 | $5.98M | Sell |
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|
2018
Q3 | $8.75M | Buy |
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|
2018
Q2 | $1.95M | Buy |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $747K | Buy |
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|
2017
Q3 | $383K | Buy |
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