Leverty Financial Group’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 | $425K | Sell |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $977K | Buy |
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|
2024
Q2 | $468K | Buy |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $564K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $24K | Buy |
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