One Day In July LLC’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 | $233K | Hold |
|
|||||
|
2025
Q2 | $221K | Hold |
|
|||||
|
2025
Q1 | $206K | Hold |
|
|||||
|
2024
Q4 | $218K | Hold |
|
|||||
|
2024
Q3 | $218K | Hold |
|
|||||
|
2024
Q2 | $204K | Hold |
|
|||||
|
2024
Q1 | $214K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $227K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $202K | Hold |
|
|||||
|
2022
Q1 | $245K | Hold |
|
|||||
|
2021
Q4 | $259K | Hold |
|
|||||
|
2021
Q3 | $247K | Hold |
|
|||||
|
2021
Q2 | $252K | Hold |
|
|||||
|
2021
Q1 | $240K | Hold |
|
|||||
|
2020
Q4 | $220K | Buy |
|