Morris Financial Concepts’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 | $67.3K | Sell |
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|
2025
Q2 | $67.3K | Sell |
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|
2025
Q1 | $78K | Buy |
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|
2024
Q4 | $68.2K | Hold |
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|
2024
Q3 | $68.1K | Sell |
|
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|
2024
Q2 | $68.3K | Sell |
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|
2024
Q1 | $99.9K | Sell |
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|
2023
Q4 | $166K | Sell |
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|
2023
Q3 | $177K | Sell |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $926K | Sell |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.71M | Buy |
|