Safeguard Financial’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
Q1 | $2.78M | Sell |
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|
2024
Q4 | $3.11M | Sell |
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|
2024
Q3 | $3.45M | Sell |
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|
2024
Q2 | $3.42M | Sell |
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|
2024
Q1 | $3.74M | Sell |
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|
2023
Q4 | $3.81M | Sell |
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|
2023
Q3 | $3.44M | Buy |
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|
2023
Q2 | $3.52M | Buy |
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|
2023
Q1 | $3.19M | Sell |
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $2.65M | Sell |
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|
2022
Q2 | $2.75M | Buy |
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|
2022
Q1 | $3.1M | Buy |
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