Motive Wealth 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 | $503K | Hold |
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|
2025
Q2 | $476K | Hold |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $984K | Hold |
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|
2024
Q3 | $921K | Hold |
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|
2024
Q2 | $921K | Hold |
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|
2024
Q1 | $964K | Hold |
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|
2023
Q4 | $891K | Sell |
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|
2023
Q3 | $869K | Sell |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.05M | Hold |
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|
2022
Q3 | $967K | Sell |
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|
2022
Q2 | $1M | Hold |
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|
2022
Q1 | $1.21M | Hold |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.23M | Hold |
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|
2021
Q2 | $1.25M | Buy |
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