Sculati 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 | $1.08M | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $5.68M | Sell |
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|
2023
Q4 | $5.38M | Sell |
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|
2023
Q3 | $4.9M | Sell |
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|
2023
Q2 | $5.2M | Sell |
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|
2023
Q1 | $4.99M | Sell |
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|
2022
Q4 | $4.9M | Buy |
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|
2022
Q3 | $4.48M | Buy |
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|
2022
Q2 | $4.63M | Buy |
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|
2022
Q1 | $5.59M | Buy |
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|
2021
Q4 | $5.92M | Sell |
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|
2021
Q3 | $5.67M | Sell |
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|
2021
Q2 | $5.88M | Sell |
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|
2021
Q1 | $5.67M | Buy |
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|
2020
Q4 | $5.19M | Sell |
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|
2020
Q3 | $4.23M | Sell |
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|
2020
Q2 | $4.07M | Sell |
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|
2020
Q1 | $3.4M | Buy |
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|
2019
Q4 | $4.84M | Buy |
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