NBC Securities’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
$22.3K Sell
2025
Q2
$30K Buy
2025
Q1
$19K Buy
2024
Q4
Sell
2024
Q3
$20K Hold
2024
Q2
$19K Hold
2024
Q1
$21K Hold
2023
Q4
$18K Sell
2023
Q3
$37K Buy