Oak Harbor Wealth Partners’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 | $46.2K | Hold |
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|
2025
Q2 | $43.8K | Hold |
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|
2025
Q1 | $40.9K | Hold |
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|
2024
Q4 | $43.2K | Sell |
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|
2024
Q3 | $46.1K | Hold |
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|
2024
Q2 | $43.2K | Sell |
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|
2024
Q1 | $48.1K | Sell |
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|
2023
Q4 | $78K | Buy |
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|
2023
Q3 | $37.6K | Sell |
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|
2023
Q2 | $59.9K | Buy |
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|
2023
Q1 | $37.7K | Sell |
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|
2022
Q4 | $39.4K | Hold |
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|
2022
Q3 | $36K | Buy |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $16K | Buy |
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