Stratos Wealth 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
Q3 | $668K | Sell |
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|
2025
Q2 | $653K | Sell |
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|
2025
Q1 | $632K | Sell |
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|
2024
Q4 | $776K | Sell |
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|
2024
Q3 | $780K | Buy |
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|
2024
Q2 | $725K | Buy |
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|
2024
Q1 | $713K | Sell |
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|
2023
Q4 | $691K | Sell |
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|
2023
Q3 | $646K | Buy |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $707K | Buy |
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|
2022
Q1 | $828K | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $986K | Buy |
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|
2021
Q1 | $922K | Sell |
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|
2020
Q4 | $924K | Sell |
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|
2020
Q3 | $779K | Sell |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $735K | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $977K | Buy |
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|
2019
Q1 | $235K | Buy |
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