Opal Wealth Advisors’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
$1.66M Buy
2025
Q1
$1.39M Buy
2024
Q4
$1.44M Buy
2024
Q3
$1.37M Sell
2024
Q2
$1.38M Sell
2024
Q1
$2.37M Sell
2023
Q4
$12.6M Sell
2023
Q3
$11.6M Sell
2023
Q2
$12.7M Buy
2023
Q1
$11.8M Buy
2022
Q4
$11.1M Buy
2022
Q3
$10.2M Buy
2022
Q2
$10.2M Sell
2022
Q1
$12.6M Buy
2021
Q4
$11.6M Buy
2021
Q3
$10.6M Buy
2021
Q2
$10.6M Sell
2021
Q1
$10.3M Buy
2020
Q4
$8.97M Buy