Millennium Capital Advisors’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
Q4 | $458K | Buy |
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|
2025
Q3 | $450K | Sell |
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|
2025
Q2 | $427K | Buy |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $425K | Sell |
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|
2022
Q4 | $430K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $539K | Sell |
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|
2021
Q4 | $572K | Buy |
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