MBE Wealth Management’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 | $371K | Sell |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $413K | Buy |
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|
2023
Q2 | $433K | Hold |
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|
2023
Q1 | $413K | Hold |
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|
2022
Q4 | $400K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $382K | Hold |
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|
2022
Q1 | $462K | Hold |
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|
2021
Q4 | $490K | Sell |
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|
2021
Q3 | $473K | Hold |
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|
2021
Q2 | $483K | Sell |
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|
2021
Q1 | $466K | Hold |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | $329K | Hold |
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|
2020
Q2 | $329K | Sell |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $205K | Buy |
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