Meridian 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
Q3 | $7.07M | Sell |
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|
2025
Q2 | $6.87M | Sell |
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|
2025
Q1 | $6.56M | Sell |
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|
2024
Q4 | $7.04M | Buy |
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|
2024
Q3 | $6.74M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.02M | Sell |
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|
2023
Q3 | $10.9M | Buy |
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|
2023
Q2 | $5.46M | Buy |
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|
2023
Q1 | $5.08M | Buy |
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|
2022
Q4 | $4.84M | Buy |
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|
2022
Q3 | $4.43M | Sell |
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|
2022
Q2 | $6.74M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $949K | Sell |
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|
2019
Q4 | $1.42M | Buy |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $13.6K | Sell |
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|
2019
Q1 | $1.45M | Sell |
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|
2018
Q4 | $1.26M | Buy |
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|
2018
Q3 | $1.39M | Sell |
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|
2018
Q2 | $1.37M | Sell |
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|
2018
Q1 | $1.33M | Sell |
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | $1.04M | Buy |
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|
2017
Q2 | $933K | Sell |
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|
2017
Q1 | $944K | Buy |
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|
2016
Q4 | $737K | Buy |
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