LifeSteps Financial’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 | $2.69M | Sell |
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|
2025
Q2 | $2.57M | Buy |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $2.03M | Sell |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $2.14M | Sell |
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|
2022
Q1 | $2.88M | Buy |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $2.3M | Buy |
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|
2021
Q2 | $2.16M | Buy |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $747K | Buy |
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|
2020
Q2 | $698K | Buy |
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|
2020
Q1 | $414K | Sell |
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|
2019
Q4 | $668K | Buy |
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