Prestige Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $363K | Hold |
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|
2025
Q4 | $353K | Hold |
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|
2025
Q3 | $348K | Hold |
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|
2025
Q2 | $329K | Sell |
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|
2025
Q1 | $332K | Sell |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $362K | Hold |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $355K | Hold |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $438K | Sell |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $459K | Buy |
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|
2021
Q2 | $445K | Sell |
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|
2021
Q1 | $445K | Sell |
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|
2020
Q4 | $423K | Hold |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $861K | Sell |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.62M | Sell |
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|
2018
Q4 | $1.57M | Buy |
|