Seneca Financial Advisors’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
$16.7M Buy
2025
Q1
$12.1M Buy
2024
Q4
$12.5M Sell
2024
Q3
$12.6M Buy
2024
Q2
$11.7M Sell
2024
Q1
$12.2M Sell
2023
Q4
$11.5M Sell
2023
Q3
$10.4M Buy
2023
Q2
$10.9M Sell
2023
Q1
$11M Sell
2022
Q4
$10.9M Sell
2022
Q3
$13.7M Sell
2022
Q2
$14.2M Buy
2022
Q1
$16.1M Buy
2021
Q4
$16.2M Sell
2021
Q3
$15.5M Sell
2021
Q2
$16M Sell
2021
Q1
$15.4M Sell
2020
Q4
$14.2M Buy