Peterson 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
Q3 | $6.98M | Sell |
|
|||||
|
2025
Q2 | $6.63M | Buy |
|
|||||
|
2025
Q1 | $5.39M | Buy |
|
|||||
|
2024
Q4 | $5.16M | Buy |
|
|||||
|
2024
Q3 | $4.83M | Buy |
|
|||||
|
2024
Q2 | $4.51M | Sell |
|
|||||
|
2024
Q1 | $4.78M | Sell |
|
|||||
|
2023
Q4 | $4.43M | Sell |
|
|||||
|
2023
Q3 | $4.5M | Buy |
|
|||||
|
2023
Q2 | $4.49M | Buy |
|
|||||
|
2023
Q1 | $4.21M | Buy |
|
|||||
|
2022
Q4 | $3.97M | Buy |
|
|||||
|
2022
Q3 | $3.08M | Buy |
|
|||||
|
2022
Q2 | $1.9M | Buy |
|
|||||
|
2022
Q1 | $2.14M | Sell |
|
|||||
|
2021
Q4 | $2.27M | Sell |
|
|||||
|
2021
Q3 | $2.2M | Buy |
|
|||||
|
2021
Q2 | $2.14M | Sell |
|
|||||
|
2021
Q1 | $2.12M | Sell |
|
|||||
|
2020
Q4 | $1.95M | Sell |
|
|||||
|
2020
Q3 | $1.58M | Sell |
|
|||||
|
2020
Q2 | $1.51M | Buy |
|
|||||
|
2020
Q1 | $558K | Buy |
|