Modera 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
Q4 | $21.9M | Sell |
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|
2025
Q3 | $22.3M | Sell |
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|
2025
Q2 | $22.2M | Sell |
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|
2025
Q1 | $22M | Sell |
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|
2024
Q4 | $25.3M | Sell |
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|
2024
Q3 | $25.7M | Sell |
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|
2024
Q2 | $24.6M | Sell |
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|
2024
Q1 | $26M | Sell |
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|
2023
Q4 | $24.5M | Sell |
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|
2023
Q3 | $22.5M | Sell |
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|
2023
Q2 | $24.6M | Buy |
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