Seven Springs Wealth 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 | $842K | Hold |
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|
2025
Q1 | $786K | Hold |
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|
2024
Q4 | $832K | Hold |
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|
2024
Q3 | $831K | Hold |
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|
2024
Q2 | $779K | Hold |
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|
2024
Q1 | $815K | Hold |
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|
2023
Q4 | $754K | Hold |
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|
2023
Q3 | $677K | Hold |
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|
2023
Q2 | $711K | Hold |
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|
2023
Q1 | $679K | Hold |
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|
2022
Q4 | $656K | Hold |
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|
2022
Q3 | $606K | Sell |
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|
2022
Q2 | $631K | Hold |
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|
2022
Q1 | $763K | Sell |
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|
2021
Q4 | $814K | Hold |
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|
2021
Q3 | $776K | Hold |
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|
2021
Q2 | $792K | Hold |
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|
2021
Q1 | $753K | Sell |
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|
2020
Q4 | $696K | Buy |
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|
2020
Q3 | $564K | Buy |
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|
2020
Q2 | $532K | Buy |
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|
2020
Q1 | $423K | Buy |
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