Red Door Wealth Management’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 | $2.32M | Sell |
|
|||||
|
2025
Q2 | $2.3M | Sell |
|
|||||
|
2025
Q1 | $2.16M | Sell |
|
|||||
|
2024
Q4 | $2.33M | Buy |
|
|||||
|
2024
Q3 | $2.04M | Sell |
|
|||||
|
2024
Q2 | $2M | Sell |
|
|||||
|
2024
Q1 | $2.29M | Sell |
|
|||||
|
2023
Q4 | $2.32M | Sell |
|
|||||
|
2023
Q3 | $2.4M | Sell |
|
|||||
|
2023
Q2 | $2.71M | Sell |
|
|||||
|
2023
Q1 | $3.37M | Sell |
|
|||||
|
2022
Q4 | $4.57M | Buy |
|
|||||
|
2022
Q3 | $3.98M | Sell |
|
|||||
|
2022
Q2 | $4.14M | Buy |
|
|||||
|
2022
Q1 | $4.97M | Buy |
|
|||||
|
2021
Q4 | $5.06M | Buy |
|
|||||
|
2021
Q3 | $4.7M | Buy |
|
|||||
|
2021
Q2 | $4.6M | Buy |
|
|||||
|
2021
Q1 | $3.69M | Buy |
|
|||||
|
2020
Q4 | $3.1M | Sell |
|
|||||
|
2020
Q3 | $2.53M | Sell |
|
|||||
|
2020
Q2 | $2.45M | Sell |
|
|||||
|
2020
Q1 | $2.32M | Buy |
|
|||||
|
2019
Q4 | $3.04M | Buy |
|