Pure Financial 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 | $5.67M | Sell |
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|
2025
Q2 | $5.42M | Sell |
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|
2025
Q1 | $5.2M | Sell |
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|
2024
Q4 | $5.53M | Sell |
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|
2024
Q3 | $5.84M | Sell |
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|
2024
Q2 | $5.52M | Sell |
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|
2024
Q1 | $6.1M | Sell |
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|
2023
Q4 | $5.71M | Buy |
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|
2023
Q3 | $4.76M | Sell |
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|
2023
Q2 | $5.1M | Sell |
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|
2023
Q1 | $4.99M | Sell |
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|
2022
Q4 | $4.86M | Buy |
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|
2022
Q3 | $4.44M | Sell |
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|
2022
Q2 | $4.69M | Buy |
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|
2022
Q1 | $5.04M | Buy |
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|
2021
Q4 | $5.26M | Buy |
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|
2021
Q3 | $4.74M | Sell |
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|
2021
Q2 | $4.95M | Sell |
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|
2021
Q1 | $4.8M | Sell |
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|
2020
Q4 | $4.43M | Sell |
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|
2020
Q3 | $4.03M | Sell |
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|
2020
Q2 | $4.07M | Buy |
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|
2020
Q1 | $2.85M | Buy |
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