Onyx Bridge Wealth 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
Q2 | $753K | Buy |
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|
2025
Q1 | $701K | Sell |
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|
2024
Q4 | $831K | Sell |
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|
2024
Q3 | $846K | Buy |
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|
2024
Q2 | $788K | Sell |
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|
2024
Q1 | $788K | Sell |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $640K | Buy |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $591K | Buy |
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|
2022
Q4 | $577K | Sell |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $572K | Buy |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $4.48M | Buy |
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|
2021
Q1 | $3.33M | Buy |
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|
2020
Q4 | $718K | Buy |
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