National Wealth Management Group’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 | $863K | Buy |
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|
2025
Q2 | $788K | Sell |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $873K | Sell |
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|
2024
Q3 | $895K | Buy |
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|
2024
Q2 | $838K | Sell |
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|
2024
Q1 | $929K | Sell |
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|
2023
Q4 | $902K | Sell |
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|
2023
Q3 | $911K | Sell |
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|
2023
Q2 | $985K | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.8M | Sell |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $2.63M | Buy |
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