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