Reston 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
Q2 | $5.13M | Buy |
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|
2025
Q1 | $4.4M | Buy |
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|
2024
Q4 | $4.35M | Buy |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $3.71M | Buy |
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|
2023
Q4 | $3.43M | Buy |
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|
2023
Q3 | $3.04M | Sell |
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|
2023
Q2 | $3.91M | Buy |
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|
2023
Q1 | $3.58M | Buy |
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|
2022
Q4 | $3.42M | Buy |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $332K | Sell |
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|
2021
Q2 | $354K | Buy |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $335K | Sell |
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|
2019
Q2 | $360K | Hold |
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|
2019
Q1 | $358K | Sell |
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|
2018
Q4 | $394K | Buy |
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