Providence Capital 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 | $38.1K | Hold |
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|
2025
Q2 | $36.1K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $35.6K | Hold |
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|
2024
Q2 | $33.4K | Hold |
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|
2024
Q1 | $34.9K | Sell |
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|
2023
Q4 | $48.2K | Sell |
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|
2023
Q3 | $63.5K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $34K | Sell |
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|
2022
Q1 | $56K | Sell |
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|
2021
Q4 | $133K | Sell |
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|
2021
Q3 | $149K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $68K | Buy |
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