Prospera Financial Services’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 | $1.08M | Buy |
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|
2025
Q2 | $759K | Buy |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $337K | Sell |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $677K | Sell |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $698K | Buy |
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|
2021
Q1 | $615K | Sell |
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|
2020
Q4 | $692K | Buy |
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|
2020
Q3 | $71K | Sell |
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|
2020
Q2 | $611K | Sell |
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|
2020
Q1 | $532K | Buy |
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|
2019
Q4 | $648K | Buy |
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|
2019
Q3 | $511K | Buy |
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