SageView Advisory Group’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 | $703K | Sell |
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|
2025
Q1 | $666K | Sell |
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|
2024
Q4 | $741K | Sell |
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|
2024
Q3 | $742K | Buy |
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|
2024
Q2 | $694K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $540K | Buy |
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|
2022
Q4 | $325K | Buy |
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