LexAurum Advisors’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 | $10.2M | Buy |
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|
2025
Q1 | $7.21M | Buy |
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|
2024
Q4 | $7.25M | Buy |
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|
2024
Q3 | $7.16M | Buy |
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|
2024
Q2 | $6.21M | Buy |
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|
2024
Q1 | $6.31M | Buy |
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|
2023
Q4 | $5.81M | Buy |
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|
2023
Q3 | $5.03M | Sell |
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|
2023
Q2 | $5.35M | Buy |
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|
2023
Q1 | $4.9M | Buy |
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|
2022
Q4 | $4.65M | Buy |
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|
2022
Q3 | $4.1M | Buy |
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|
2022
Q2 | $4.03M | Buy |
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|
2022
Q1 | $3.87M | Buy |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $242K | Hold |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $261K | Hold |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $248K | Hold |
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|
2019
Q1 | $241K | Buy |
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