Meridian 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 | $419K | Sell |
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|
2025
Q2 | $436K | Sell |
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|
2025
Q1 | $553K | Sell |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $592K | Buy |
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|
2023
Q1 | $555K | Buy |
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|
2022
Q4 | $518K | Buy |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $469K | Buy |
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|
2022
Q1 | $529K | Hold |
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|
2021
Q4 | $561K | Buy |
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