Selective 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
Q3 | $360K | Buy |
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|
2025
Q2 | $346K | Sell |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $635K | Sell |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $760K | Buy |
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|
2022
Q4 | $776K | Sell |
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|
2022
Q3 | $693K | Sell |
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|
2022
Q2 | $776K | Buy |
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|
2022
Q1 | $15K | Buy |
|