Paradigm Strategies in Wealth Management’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 | $3.3M | Sell |
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|
2025
Q1 | $3.1M | Sell |
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|
2024
Q4 | $3.33M | Sell |
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|
2024
Q3 | $3.44M | Sell |
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|
2024
Q2 | $3.24M | Sell |
|
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|
2024
Q1 | $3.8M | Sell |
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|
2023
Q4 | $3.55M | Sell |
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|
2023
Q3 | $3.22M | Sell |
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|
2023
Q2 | $3.5M | Buy |
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|
2023
Q1 | $2.99M | Sell |
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|
2022
Q4 | $3.03M | Sell |
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|
2022
Q3 | $2.81M | Sell |
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|
2022
Q2 | $2.96M | Sell |
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|
2022
Q1 | $3.63M | Buy |
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|
2021
Q4 | $3.81M | Sell |
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|
2021
Q3 | $3.68M | Buy |
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|
2021
Q2 | $3.71M | Sell |
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|
2021
Q1 | $3.72M | Buy |
|