Rede Wealth’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 | – | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $896K | Sell |
|
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|
2024
Q3 | $922K | Buy |
|
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|
2024
Q2 | $750K | Sell |
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|
2024
Q1 | $848K | Sell |
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|
2023
Q4 | $973K | Sell |
|
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.58M | Sell |
|
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|
2023
Q1 | $1.63M | Buy |
|
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $789K | Buy |
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|
2022
Q2 | $707K | Buy |
|