Relyea Zuckerberg Hanson’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 | $482K | Sell |
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|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $640K | Buy |
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|
2024
Q4 | $675K | Buy |
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|
2024
Q3 | $672K | Buy |
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|
2024
Q2 | $625K | Hold |
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|
2024
Q1 | $654K | Sell |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $700K | Buy |
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|
2023
Q2 | $732K | Buy |
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|
2023
Q1 | $697K | Buy |
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|
2022
Q4 | $671K | Buy |
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