Meridian Wealth Partners’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 | $7.87M | Sell |
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|
2025
Q2 | $7.65M | Buy |
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|
2025
Q1 | $6.94M | Sell |
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|
2024
Q4 | $7.55M | Sell |
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|
2024
Q3 | $7.63M | Sell |
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|
2024
Q2 | $7.49M | Buy |
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|
2024
Q1 | $7.83M | Sell |
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|
2023
Q4 | $7.33M | Sell |
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|
2023
Q3 | $6.65M | Sell |
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|
2023
Q2 | $7.07M | Sell |
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|
2023
Q1 | $6.88M | Sell |
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|
2022
Q4 | $6.73M | Sell |
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|
2022
Q3 | $6.25M | Sell |
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|
2022
Q2 | $6.6M | Sell |
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|
2022
Q1 | $8.65M | Sell |
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|
2021
Q4 | $9.25M | Sell |
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|
2021
Q3 | $9.09M | Sell |
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|
2021
Q2 | $9.32M | Sell |
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|
2021
Q1 | $9.07M | Sell |
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|
2020
Q4 | $8.67M | Sell |
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|
2020
Q3 | $7.14M | Sell |
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|
2020
Q2 | $6.95M | Sell |
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|
2020
Q1 | $5.87M | Buy |
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|
2019
Q4 | $8.25M | Buy |
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