Stratos Wealth Partners’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
Q4 | $932K | Buy |
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|
2025
Q3 | $738K | Buy |
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|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | $465K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $109K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $104K | Sell |
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|
2017
Q4 | $131K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $288K | Buy |
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