Optimum Investment 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
Q3 | $317K | Buy |
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|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | $182K | Buy |
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|
2022
Q2 | $186K | Buy |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $185K | Buy |
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|
2021
Q1 | $173K | Sell |
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|
2020
Q4 | $164K | Sell |
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|
2020
Q3 | $136K | Buy |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $102K | Buy |
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|
2019
Q4 | $139K | Buy |
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|
2019
Q3 | $124K | Buy |
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|
2019
Q2 | $118K | Buy |
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|
2019
Q1 | $114K | Buy |
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|
2018
Q4 | $67K | Buy |
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|
2018
Q3 | $70K | Buy |
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