Spire 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 | $477K | Buy |
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|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $514K | Sell |
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|
2024
Q3 | $517K | Sell |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $324K | Sell |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.87M | Sell |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $1.85M | Buy |
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