Stephens Consulting’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 | $49.7K | Sell |
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|
2025
Q2 | $53.2K | Buy |
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|
2025
Q1 | $47.6K | Hold |
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|
2024
Q4 | $50.4K | Hold |
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|
2024
Q3 | $50.4K | Hold |
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|
2024
Q2 | $47.2K | Sell |
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|
2024
Q1 | $60.3K | Sell |
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|
2023
Q4 | $63.5K | Buy |
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|
2023
Q3 | $55.8K | Hold |
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|
2023
Q2 | $58.6K | Buy |
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|
2023
Q1 | $54.8K | Hold |
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|
2022
Q4 | $53K | Hold |
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|
2022
Q3 | $48.9K | Buy |
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|
2022
Q2 | $6.46K | Hold |
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|
2022
Q1 | $7.81K | Hold |
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|
2021
Q4 | $8.28K | Buy |
|