MGO One Seven’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 | $257K | Hold |
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|
2025
Q2 | $243K | Hold |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $242K | Sell |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $501K | Sell |
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|
2024
Q1 | $724K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $307K | Hold |
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|
2019
Q4 | $438K | Hold |
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|
2019
Q3 | $412K | Hold |
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|
2019
Q2 | $416K | Hold |
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|
2019
Q1 | $403K | Hold |
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|
2018
Q4 | $349K | Hold |
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|
2018
Q3 | $421K | Buy |
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