Modus 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
Q3 | $713K | Sell |
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|
2025
Q2 | $683K | Sell |
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|
2025
Q1 | $644K | Sell |
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|
2024
Q4 | $682K | Buy |
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|
2024
Q3 | $680K | Sell |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $692K | Sell |
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $489K | Sell |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $477K | Sell |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $637K | Sell |
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|
2021
Q4 | $687K | Sell |
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|
2021
Q3 | $724K | Sell |
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|
2021
Q2 | $749K | Sell |
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|
2021
Q1 | $985K | Buy |
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|
2020
Q4 | $846K | Sell |
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|
2020
Q3 | $950K | Sell |
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|
2020
Q2 | $2.63M | Sell |
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|
2020
Q1 | $4.28M | Sell |
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|
2019
Q4 | $6.16M | Buy |
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