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