Sheets Smith 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 | $2.04M | Buy |
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|
2025
Q2 | $1.93M | Sell |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $906K | Sell |
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|
2020
Q2 | $861K | Sell |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $956K | Buy |
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|
2019
Q3 | $832K | Buy |
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|
2019
Q2 | $834K | Buy |
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|
2019
Q1 | $744K | Buy |
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|
2018
Q4 | $643K | Buy |
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|
2018
Q3 | $770K | Sell |
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|
2018
Q2 | $757K | Buy |
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|
2018
Q1 | $639K | Buy |
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|
2017
Q4 | $572K | Buy |
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|
2017
Q3 | $527K | Buy |
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|
2017
Q2 | $448K | Sell |
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|
2017
Q1 | $470K | Sell |
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|
2016
Q4 | $490K | Buy |
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|
2016
Q3 | $275K | Buy |
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|
2016
Q2 | $265K | Buy |
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|
2016
Q1 | $256K | Buy |
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