Oakwell Private Wealth Management’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 | $535K | Hold |
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|
2025
Q2 | $507K | Hold |
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|
2025
Q1 | $473K | Hold |
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $529K | Hold |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $512K | Hold |
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|
2023
Q3 | $460K | Hold |
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|
2023
Q2 | $483K | Sell |
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|
2023
Q1 | $479K | Hold |
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|
2022
Q4 | $463K | Hold |
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|
2022
Q3 | $427K | Hold |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $561K | Hold |
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|
2021
Q4 | $595K | Sell |
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|
2021
Q3 | $570K | Sell |
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|
2021
Q2 | $711K | Hold |
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|
2021
Q1 | $676K | Hold |
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|
2020
Q4 | $619K | Buy |
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